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Joyce Santos Roeder

Strategic Advisers LLC

North Salt Lake, UT

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-06-01
TX RA APPROVED 2026-05-28
  • UT RA
    APPROVED
    Since 2026-06-01
  • TX RA
    APPROVED
    Since 2026-05-28

Branch Locations

North Salt Lake, 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 Salt Lake City UT 01/2021 Present
Unemployed Brasilia 01/2019 12/2020
Wizard By Pearson Balsas 04/2018 12/2018
Catholic University Of Brasilia Brasilia 01/2013 08/2017
Junior Company Of International Relations Brasilia 03/2015 11/2016
Unemployed Brasilia 09/2017 03/2018
  • 01/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 01/2019 → 12/2020
    Unemployed
    Brasilia
  • 04/2018 → 12/2018
    Wizard By Pearson
    Balsas
  • 01/2013 → 08/2017
    Catholic University Of Brasilia
    Brasilia
  • 03/2015 → 11/2016
    Junior Company Of International Relations
    Brasilia
  • 09/2017 → 03/2018
    Unemployed
    Brasilia
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-27
S63 Uniform Securities Agent State Law Examination 2021-05-20
  • S66 Uniform Combined State Law Examination
    2026-05-27
  • S63 Uniform Securities Agent State Law Examination
    2021-05-20

View on SEC IAPD

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