Best Investors Account Sign in

Casey Frehner

Strategic Advisers LLC

Eagle Mountain, UT

Claim This Profile
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

Eagle Mountain, 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
Fidelity Brokerage Services Llc Salt Lake City UT 05/2020 Present
The Core Group, Inc. Salt Lake City UT 04/2019 03/2020
Fanzz Sports Apparel Salt Lake City UT 11/2014 03/2019
Fidelity Investments Boston MA 03/2025 Present
  • 05/2020 → Present
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 04/2019 → 03/2020
    The Core Group, Inc.
    Salt Lake City, UT
  • 11/2014 → 03/2019
    Fanzz Sports Apparel
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-12-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-25
S63 Uniform Securities Agent State Law Examination 2020-09-15
  • S66 Uniform Combined State Law Examination
    2020-11-25
  • S63 Uniform Securities Agent State Law Examination
    2020-09-15
Other Names
  • Casey Frehner
  • Casey Patrick Frehner

View on SEC IAPD

More in Eagle Mountain, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor