Dallen Riley Eddenfield

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

• 07/2020 → Present
  Fidelity Investments
  American Fork, UT
• 01/2017 → 07/2020
  Chrysalis
  Provo, UT
• 08/2016 → 01/2017
  Stonehenge
  American Fork, UT
• 01/2017 → 11/2017
  Amazon
  Cedar Hills, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-10-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  American Fork, UT

Other Businesses

OBA-122145|OrgNmn:Fit Parent Guide|Org Addr:Saratoga S,Utah,US|OBA Nature:I had an idea to make pdf's fo|Invst Rel:N|Title:Owner |Duties:Nothing, just something I would do in my spare time. More as a hobby|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-09-30
• S63 Uniform Securities Agent State Law Examination
  2021-03-01

Other Names

• Dallen Riley Eddenfield
• Dallen Eddenfield