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Davey J. Wynn

Strategic Advisers LLC

Herriman, UT

Lehi, UT

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Herriman, UT • United States

3600 N Outlet Parkway Suite 400, Lehi, UT 84048-7365 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
E*Trade Securities Llc Sandy UT 10/2011 02/2020
E*Trade Capital Management Llc Sandy UT 08/2012 02/2020
E*Trade Securities Llc Sandy UT 02/2020 09/2023
E*Trade Capital Management Llc Sandy UT 02/2020 09/2023
Morgan Stanley Sandy UT 11/2022 09/2023
Morgan Stanley Private Bank, N.A New York NY 02/2023 09/2023
Morgan Stanley Sandy UT 09/2023 09/2023
Fidelity Investments Salt Lake City UT 09/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2011 → 02/2020
    E*Trade Securities Llc
    Sandy, UT
  • 08/2012 → 02/2020
    E*Trade Capital Management Llc
    Sandy, UT
  • 02/2020 → 09/2023
    E*Trade Securities Llc
    Sandy, UT
  • 02/2020 → 09/2023
    E*Trade Capital Management Llc
    Sandy, UT
  • 11/2022 → 09/2023
    Morgan Stanley
    Sandy, UT
  • 02/2023 → 09/2023
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 09/2023 → 09/2023
    Morgan Stanley
    Sandy, UT
  • 09/2023 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2022-11-22 → 2023-10-04
    Morgan Stanley
    Sandy, UT
  • 2012-09-04 → 2023-09-05
    Harrisdirect Llc
    Arlington, VA
    Sandy, UT
Other Businesses

OBA-102817|OrgNmn:DJ Juggling and Magic |Org Addr:Herriman,Utah,US|OBA Nature:I am a local magician and jugg|Invst Rel:N|Title:Magician/Juggler|Duties:I do magic and juggling shows for parties and events.|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|OBA-102779|OrgNmn:Wynn Win Investments LLC|Org Addr:Herriman,Utah,US|OBA Nature:This LLC holds a rental proper|Invst Rel:Y|Title:Owner/Member|Duties:Managed the property|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|OBA-102807|OrgNmn:Wynn Win Investments Alabama LLC|Org Addr:Birmingham,Alabama,US|OBA Nature:Holds rental properties in Ala|Invst Rel:Y|Title:Owner/Member|Duties:Monitor statements and make decisions on repairs|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-30
S63 Uniform Securities Agent State Law Examination 2011-11-16
  • S66 Uniform Combined State Law Examination
    2012-08-30
  • S63 Uniform Securities Agent State Law Examination
    2011-11-16
Other Names
  • Davey James Wynn
  • Davey Wynn

View on SEC IAPD

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