Izic James Yapias

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 01/2020
  Smart Home Pro'S, Inc.
  Orem, UT
• 06/2012 → 05/2020
  The University Of Utah
  Salt Lake City, UT
• 08/2016 → 06/2020
  Legal Sheild
  Ada, OK
• 06/2020 → Present
  Fidelity Investments
  Greenwood Village, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-11-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO
  Salt Lake City, UT
• 2021-07-12 → 2022-11-03
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2021-07-07
• S63 Uniform Securities Agent State Law Examination
  2021-01-29

Other Names

• Izic James Yapias
• Izic Yapias