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Marcus Wyckoff

Strategic Advisers LLC

Springville, UT

Salt Lake City, UT

CRD 7270722

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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

Springville, 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
Fidelity Investments American Fork UT 06/2020 Present
Entrata Lehi UT 12/2013 06/2020
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → Present
    Fidelity Investments
    American Fork, UT
  • 12/2013 → 06/2020
    Entrata
    Lehi, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-05-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    American Fork, UT
Other Businesses

OBA-109081|OrgNmn:W & W Custom Design|Org Addr:Springvill,Utah,US|OBA Nature:Laser engraving and physical p|Invst Rel:N|Title:Partner|Duties:I will be passively advising my wife and her partner occasionally in matters that will help them grow or opperate as needed. I will be helping|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-06
S63 Uniform Securities Agent State Law Examination 2020-10-09
  • S66 Uniform Combined State Law Examination
    2021-05-06
  • S63 Uniform Securities Agent State Law Examination
    2020-10-09
Other Names
  • Marcus Wyckoff
  • Marcus Clint Wyckoff

View on SEC IAPD

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