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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

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

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

West Jordan, 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
Eastern New Mexico University Greyhound Connection Portales NM 08/2019 03/2020
Triple L Property Maintenance Llc West Jordan UT 05/2018 08/2018
Salt Lake County Parks & Recs Salt Lake City UT 06/2017 05/2018
Salt Lake Community College Taylorsville UT 10/2016 05/2018
Fidelity Investments Salt Lake City UT 06/2020 Present
Eastern New Mexico University Portales NM 08/2018 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 08/2019 → 03/2020
    Eastern New Mexico University Greyhound Connection
    Portales, NM
  • 05/2018 → 08/2018
    Triple L Property Maintenance Llc
    West Jordan, UT
  • 06/2017 → 05/2018
    Salt Lake County Parks & Recs
    Salt Lake City, UT
  • 10/2016 → 05/2018
    Salt Lake Community College
    Taylorsville, UT
  • 06/2020 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 08/2018 → 05/2020
    Eastern New Mexico University
    Portales, NM
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-09-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-18
  • S66 Uniform Combined State Law Examination
    2020-09-18
Other Names
  • Jon Braden Delamare
  • Braden Delamare
  • Jon Delamare

View on SEC IAPD

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