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Chad Mason

Strategic Advisers LLC

Ephraim, 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

Ephraim, 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
Ffkr Architects Salt Lake City UT 03/2019 04/2020
Harris Mountain West Ogden UT 04/2018 01/2019
Grizzly Graphics Ogden UT 01/2017 04/2018
I-Four, Media Llc Ephraim UT 03/2015 01/2017
Fidelity Investments American Fork UT 04/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2019 → 04/2020
    Ffkr Architects
    Salt Lake City, UT
  • 04/2018 → 01/2019
    Harris Mountain West
    Ogden, UT
  • 01/2017 → 04/2018
    Grizzly Graphics
    Ogden, UT
  • 03/2015 → 01/2017
    I-Four, Media Llc
    Ephraim, UT
  • 04/2020 → Present
    Fidelity Investments
    American Fork, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-04-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    American Fork, UT
Other Businesses

OBA-61294|OrgNmn:Mountain Top Wood Designs|Org Addr:Ephraim,Utah,US|OBA Nature:Making and selling custom and |Invst Rel:N|Title:Owner|Duties:Making and selling the wood laser cut decoration pieces to be sold|StrtDt:11-30-21|TotHrs/mon:20|TrdHrs/mon:0|OBA-109083|OrgNmn:Peaks PowerSport Rentals, LLC|Org Addr:Ephraim,Utah,US|OBA Nature:This business rents UTVs/ATVs |Invst Rel:N|Title:Sole Proprietor|Duties:Oversee the operations of the business, from issuing the rentals to checking them back in in the evening.|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-06
S63 Uniform Securities Agent State Law Examination 2020-07-31
  • S66 Uniform Combined State Law Examination
    2021-04-06
  • S63 Uniform Securities Agent State Law Examination
    2020-07-31
Other Names
  • Chad Avery Mason
  • Chad Mason

View on SEC IAPD

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