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Erik Alcox

Strategic Advisers LLC

Salt Lake City, UT

Midvale, UT

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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

Midvale, 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
White Pines Real Estate Park City UT 06/2010 07/2020
Utah State Risk Management Salt Lake City UT 05/2013 09/2019
Synergy Academy West Jordan UT 04/2019 08/2020
Studio 56 Murray UT 08/2016 05/2018
The Dance Project Cottonwood Heights UT 09/2014 03/2017
Fidelity Investments Llc Salt Lake City UT 08/2020 Present
University Of Utah Salt Lake City UT 08/2013 07/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2010 → 07/2020
    White Pines Real Estate
    Park City, UT
  • 05/2013 → 09/2019
    Utah State Risk Management
    Salt Lake City, UT
  • 04/2019 → 08/2020
    Synergy Academy
    West Jordan, UT
  • 08/2016 → 05/2018
    Studio 56
    Murray, UT
  • 09/2014 → 03/2017
    The Dance Project
    Cottonwood Heights, UT
  • 08/2020 → Present
    Fidelity Investments Llc
    Salt Lake City, UT
  • 08/2013 → 07/2017
    University Of Utah
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-16179|OrgNmn:Hand In Hand Real Estate|Org Addr:Salt Lake ,Utah,US|OBA Nature:Rental Property Management|Invst Rel:Y|Title:Independent Contractor|Duties:I manage a Rental Property and Can assist in home buying or selling for my broker.|StrtDt:08-10-20|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-15
S63 Uniform Securities Agent State Law Examination 2020-12-17
  • S66 Uniform Combined State Law Examination
    2022-05-15
  • S63 Uniform Securities Agent State Law Examination
    2020-12-17
Other Names
  • Erik Michael Alcox
  • Erik Alcox

View on SEC IAPD

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UBS FINANCIAL SERVICES INC.
RAYMOND JAMES & ASSOCIATES, INC.
D.A. DAVIDSON & CO.
STRATOS WEALTH PARTNERS, LTD
LPL FINANCIAL LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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