Tanner Richards

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
ID	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31
UT	RA	APPROVED	2025-03-31

ID RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31
UT RA
APPROVED

Since 2025-03-31

Branch Locations

Boise, ID • 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

Organization	City	State	From	To
Life Centre Athletic Club	Sandy	UT	04/2012	12/2016
Vista Counseling Services	Salt Lake City	UT	04/2014	03/2017
Ussa	Park City	UT	06/2016	03/2017
Dixon Land Co.	Salt Lake City	UT	04/2014	03/2017
Fidelity Brokerage Services	Salt Lake City	UT	03/2017	Present
Fidelity Investments	Boston	MA	03/2025	Present

04/2012 → 12/2016

Life Centre Athletic Club

Sandy, UT
04/2014 → 03/2017

Vista Counseling Services

Salt Lake City, UT
06/2016 → 03/2017

Ussa

Park City, UT
04/2014 → 03/2017

Dixon Land Co.

Salt Lake City, UT
03/2017 → Present

Fidelity Brokerage Services

Salt Lake City, UT
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-08-07 → 2025-03-31

Fidelity Personal And Workplace Advisors

Salt Lake City, UT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-06-18
S63	Uniform Securities Agent State Law Examination	2017-05-08

S66 Uniform Combined State Law Examination

2018-06-18
S63 Uniform Securities Agent State Law Examination

2017-05-08

Other Names

Tanner Richards
Tanner James Richards

View on SEC IAPD

More in Boise, ID

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