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Samantha Vehrs

Strategic Advisers LLC

Salt Lake City, UT

Salt Lake City, 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

Salt Lake City, 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 02/2021 Present
Wells Fargo Salt Lake City UT 06/2019 02/2021
Sage Hills Elementary School Saratoga Springs UT 01/2019 06/2019
Brigham Young University-Idaho Rexburg ID 04/2015 08/2018
Homemaker Nampa ID 04/2016 01/2019
Southern New Hampshire University Manchester NH 12/2018 02/2021
Fidelity Investments Boston MA 03/2025 Present
  • 02/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 06/2019 → 02/2021
    Wells Fargo
    Salt Lake City, UT
  • 01/2019 → 06/2019
    Sage Hills Elementary School
    Saratoga Springs, UT
  • 04/2015 → 08/2018
    Brigham Young University-Idaho
    Rexburg, ID
  • 04/2016 → 01/2019
    Homemaker
    Nampa, ID
  • 12/2018 → 02/2021
    Southern New Hampshire University
    Manchester, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-08-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-121674|OrgNmn:Studio Gemini|Org Addr:Salt Lake ,Utah,US|OBA Nature:Teaching pottery classes|Invst Rel:N|Title:Sole Proprietor|Duties:Teaching pottery classes at local studio|StrtDt:08-14-25|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-05
  • S66 Uniform Combined State Law Examination
    2021-08-05
Other Names
  • Samantha Mary Hughes
  • Samantha Mary Vehrs
  • Samantha Vehrs

View on SEC IAPD

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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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