Megan Corinna Roman

Strategic Advisers LLC

Salt Lake City, UT

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

Provo, 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

Organization	City	State	From	To
University Of Alabama In Huntsville	Huntsville	AL	08/2011	01/2017
Anthropologie (Urban Inc)	Huntsville	AL	11/2018	01/2019
Unemployed	Madison	AL	01/2019	01/2020
Unemployed	Madison	AL	01/2017	11/2018
Strategic Advisers	Boston	MA	03/2025	Present
Fidelity Investments	Salt Lake City	UT	02/2020	Present

08/2011 → 01/2017

University Of Alabama In Huntsville

Huntsville, AL
11/2018 → 01/2019

Anthropologie (Urban Inc)

Huntsville, AL
01/2019 → 01/2020

Unemployed

Madison, AL
01/2017 → 11/2018

Unemployed

Madison, AL
03/2025 → Present

Strategic Advisers

Boston, MA
02/2020 → Present

Fidelity Investments

Salt Lake City, UT

Previous Registrations

2022-06-03 → 2025-03-31

Fidelity Personal And Workplace Advisors

American Fork, UT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-05-27
S63	Uniform Securities Agent State Law Examination	2020-06-24

S66 Uniform Combined State Law Examination

2022-05-27
S63 Uniform Securities Agent State Law Examination

2020-06-24

Other Names

Megan Corinna Roman
Megan C Roman

View on SEC IAPD

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