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Lynsey Marie Mickelsen

Strategic Advisers LLC

Salt Lake City, UT

South Ogden, 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 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

South Ogden, 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
Pr Newswire - Cision Albuquerque NM 07/2019 10/2020
Fidelity Investments American Fork UT 02/2021 Present
Hyatt Regency Tamaya Resort And Spa Santa Ana Pueblo NM 02/2018 04/2019
Olive Garden Albuquerque NM 01/2015 02/2018
University Of New Mexico Albuquerque NM 08/2014 05/2017
Unemployed American Fork UT 10/2020 02/2021
Unemployed Salt Lake City UT 04/2019 05/2019
Starr Brothers Brewing Albuquerque NM 05/2019 10/2019
Fidelity Investments Boston MA 03/2025 Present
  • 07/2019 → 10/2020
    Pr Newswire - Cision
    Albuquerque, NM
  • 02/2021 → Present
    Fidelity Investments
    American Fork, UT
  • 02/2018 → 04/2019
    Hyatt Regency Tamaya Resort And Spa
    Santa Ana Pueblo, NM
  • 01/2015 → 02/2018
    Olive Garden
    Albuquerque, NM
  • 08/2014 → 05/2017
    University Of New Mexico
    Albuquerque, NM
  • 10/2020 → 02/2021
    Unemployed
    American Fork, UT
  • 04/2019 → 05/2019
    Unemployed
    Salt Lake City, UT
  • 05/2019 → 10/2019
    Starr Brothers Brewing
    Albuquerque, NM
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    American Fork, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-21
S63 Uniform Securities Agent State Law Examination 2021-06-11
  • S66 Uniform Combined State Law Examination
    2022-07-21
  • S63 Uniform Securities Agent State Law Examination
    2021-06-11
Other Names
  • Lynsey Marie Peterson
  • Lynsey Marie Craig
  • Lynsey Marie Spaeth-Craig
  • Lynsey Peterson

View on SEC IAPD

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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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