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Trevor T. Wessman

Strategic Advisers LLC

Salt Lake City, UT

American Fork, 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

American Fork, 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
Inca Lehi UT 07/2020 01/2021
Bamboohr Lindon UT 11/2019 06/2020
Fidelity Invesetments American Fork UT 01/2021 Present
American Buildings Company El Paso IL 07/2017 10/2019
Nucor Buildings Group Lathrop CA 01/2016 07/2017
Fidelity Investments Boston MA 03/2025 Present
  • 07/2020 → 01/2021
    Inca
    Lehi, UT
  • 11/2019 → 06/2020
    Bamboohr
    Lindon, UT
  • 01/2021 → Present
    Fidelity Invesetments
    American Fork, UT
  • 07/2017 → 10/2019
    American Buildings Company
    El Paso, IL
  • 01/2016 → 07/2017
    Nucor Buildings Group
    Lathrop, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-08-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    American Fork, UT
Other Businesses

OBA-17894|OrgNmn:Amway Corporation |Org Addr:Ada,Michigan,US|OBA Nature:Sell products|Invst Rel:N|Title:Independent Business Owner|Duties:I sell products utilizing Amway and their partners|StrtDt:02-29-20|TotHrs/mon:43|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-06
  • S66 Uniform Combined State Law Examination
    2021-08-06
Other Names
  • Trevor Troy Wessman
  • Trevor Wessman

View on SEC IAPD

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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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