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Andrew D Greaves

Strategic Advisers LLC

Millcreek, UT

Salt Lake City, 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

Millcreek, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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
Fidelity Investments Salt Lake City UT 02/2012 01/2019
Fidelity Personal And Workplace Advisors Boston MA 07/2018 01/2019
E*Trade Securities Llc Sandy UT 01/2019 12/2022
E*Trade Capital Management Llc Sandy UT 01/2019 12/2022
Morgan Stanley Sandy UT 01/2023 01/2024
Morgan Stanley Private Bank, N.A New York NY 02/2023 01/2024
Morgan Stanley Sandy UT 09/2023 01/2024
Fidelity Investments Salt Lake City UT 01/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2012 → 01/2019
    Fidelity Investments
    Salt Lake City, UT
  • 07/2018 → 01/2019
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 01/2019 → 12/2022
    E*Trade Securities Llc
    Sandy, UT
  • 01/2019 → 12/2022
    E*Trade Capital Management Llc
    Sandy, UT
  • 01/2023 → 01/2024
    Morgan Stanley
    Sandy, UT
  • 02/2023 → 01/2024
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 09/2023 → 01/2024
    Morgan Stanley
    Sandy, UT
  • 01/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
    Millcreek, UT
  • 2023-01-11 → 2024-01-19
    Morgan Stanley
    Sandy, UT
  • 2019-02-05 → 2023-09-05
    Harrisdirect Llc
    Sandy, UT
    Arlington, VA
  • 2018-07-13 → 2019-02-01
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2014-12-08 → 2018-07-13
    Strategic Advisers Llc
    Salt Lake City, UT
    Fork, UT
    Salt Lake City, UT
Other Businesses

OBA-106021|OrgNmn:East Millcreek Water Co|Org Addr:Millcreek,Utah,US|OBA Nature:Irrigation Water|Invst Rel:N|Title:Officer|Duties:Board member|StrtDt:05-07-24|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-02
S63 Uniform Securities Agent State Law Examination 2012-05-25
  • S66 Uniform Combined State Law Examination
    2014-12-02
  • S63 Uniform Securities Agent State Law Examination
    2012-05-25
Other Names
  • Andrew David Greaves

View on SEC IAPD

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