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Marcos Garcia

Strategic Advisers LLC

Salt Lake City, UT

Pleasant Grove, 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

Pleasant Grove, 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
Fidelity Investments American Fork UT 10/2020 Present
Caselle Provo UT 02/2020 10/2020
Ottawa University Surprise AZ 01/2019 02/2020
Muddy Boys Orem UT 12/2018 01/2019
Ottawa University Surprise AZ 08/2018 12/2018
Muddy Boys Orem UT 05/2018 08/2018
Ottawa University Surprise AZ 01/2018 05/2018
Muddy Boys Orem UT 12/2017 01/2018
Ottawa University Surprise AZ 08/2017 12/2017
Terminix Moore OK 05/2017 08/2017
Utah Valley University Orem UT 01/2017 05/2017
Bas Plumbing South Jordan UT 01/2017 05/2017
Southern Virginia University Buena Vista VA 05/2016 12/2016
Fidelity Investments Boston MA 03/2025 Present
  • 10/2020 → Present
    Fidelity Investments
    American Fork, UT
  • 02/2020 → 10/2020
    Caselle
    Provo, UT
  • 01/2019 → 02/2020
    Ottawa University
    Surprise, AZ
  • 12/2018 → 01/2019
    Muddy Boys
    Orem, UT
  • 08/2018 → 12/2018
    Ottawa University
    Surprise, AZ
  • 05/2018 → 08/2018
    Muddy Boys
    Orem, UT
  • 01/2018 → 05/2018
    Ottawa University
    Surprise, AZ
  • 12/2017 → 01/2018
    Muddy Boys
    Orem, UT
  • 08/2017 → 12/2017
    Ottawa University
    Surprise, AZ
  • 05/2017 → 08/2017
    Terminix
    Moore, OK
  • 01/2017 → 05/2017
    Utah Valley University
    Orem, UT
  • 01/2017 → 05/2017
    Bas Plumbing
    South Jordan, UT
  • 05/2016 → 12/2016
    Southern Virginia University
    Buena Vista, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    American Fork, UT
Other Businesses

OBA-117120|OrgNmn:Real Estate |Org Addr:Pleasant G,Utah,US|OBA Nature:Realator |Invst Rel:Y|Title:Real estate agent |Duties:Help clients buy and sell homes. |StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-09
S63 Uniform Securities Agent State Law Examination 2021-04-09
  • S66 Uniform Combined State Law Examination
    2021-12-09
  • S63 Uniform Securities Agent State Law Examination
    2021-04-09

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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