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Angela Spencer

Strategic Advisers LLC

Lehi, 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

Lehi, 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
Bankers Life And Casualty Salt Lake City UT 08/2019 01/2020
Clearlink Insurance Agency Orem UT 02/2018 08/2019
Farmers Insurance/Zurich Salt Lake City UT 04/2017 03/2018
True North Events Lehi UT 03/2016 04/2018
Fidelity Brokerage Services Llc American Fork UT 02/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2019 → 01/2020
    Bankers Life And Casualty
    Salt Lake City, UT
  • 02/2018 → 08/2019
    Clearlink Insurance Agency
    Orem, UT
  • 04/2017 → 03/2018
    Farmers Insurance/Zurich
    Salt Lake City, UT
  • 03/2016 → 04/2018
    True North Events
    Lehi, UT
  • 02/2020 → Present
    Fidelity Brokerage Services Llc
    American Fork, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-07-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    American Fork, UT
Other Businesses

OBA-105436|OrgNmn:Covington Senior Living|Org Addr:Lehi,Utah,US|OBA Nature:Senior Living facility, assist|Invst Rel:N|Title:Employee|Duties:book keeping|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-21
  • S66 Uniform Combined State Law Examination
    2020-07-21
Other Names
  • Angela Welch Spencer
  • Angela Welch-Spencer
  • Angela Welch

View on SEC IAPD

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