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Andrew C Shadel

Strategic Advisers LLC

Salt Lake City, UT

Taylorsville, 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

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Taylorsville, UT • 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
Wells Fargo Bank Salt Lake City UT 03/2012 11/2018
Alta Capital Management Salt Lake City UT 09/2018 01/2019
Fidelity Brokerage Services, Llc Salt Lake City UT 03/2019 Present
Unemployed Taylorsville UT 01/2019 03/2019
Fidelity Investments Boston MA 03/2025 Present
  • 03/2012 → 11/2018
    Wells Fargo Bank
    Salt Lake City, UT
  • 09/2018 → 01/2019
    Alta Capital Management
    Salt Lake City, UT
  • 03/2019 → Present
    Fidelity Brokerage Services, Llc
    Salt Lake City, UT
  • 01/2019 → 03/2019
    Unemployed
    Taylorsville, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-07-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-115730|OrgNmn:Shaolin Arts|Org Addr:Taylorsvil,Utah,US|OBA Nature:martial arts instruction|Invst Rel:N|Title:Independent Contractor|Duties:I will be training adults and youth in martial arts techinques|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-27
S63 Uniform Securities Agent State Law Examination 2005-07-14
  • S66 Uniform Combined State Law Examination
    2019-06-27
  • S63 Uniform Securities Agent State Law Examination
    2005-07-14
Other Names
  • Andrew Christopher Shadel
  • Andrew Shadel

View on SEC IAPD

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ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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