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Alyse J. Packer

Strategic Advisers LLC

South Jordan, 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_RES 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

South Jordan, 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 Brokerage Services Llc Salt Lake City UT 09/2014 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2014 → Present
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Salt Lake City, UT
    South Jordan, UT
  • 2016-01-05 → 2018-07-13
    Strategic Advisers Llc
    Salt Lake City, UT
    American Fork, UT
    Salt Lake City, UT
  • 2013-08-20 → 2014-01-24
    Rbc Capital Markets, Llc
    Salt Lake City, UT
    Phoenix, AZ
Other Businesses

OBA-8105|OrgNmn:Alyse Janae Packer Photography|Org Addr:South Jord,Utah,US|OBA Nature:Professional photography and t|Invst Rel:N|Title:Owner, photographer|Duties:Taking photos of families for pay. Teaching others online how to take photos.|StrtDt:06-29-17|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-13
  • S66 Uniform Combined State Law Examination
    2013-08-13
Other Names
  • Alyse Janae Packer

View on SEC IAPD

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