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James Stephen Rieth

Strategic Advisers LLC

Sandy, 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

Sandy, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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
Leaf Filter Salt Lake City UT 03/2020 11/2020
Universty Of Utah Salt Lake City UT 01/2020 03/2020
Granite World Provo UT 11/2019 12/2019
Tsunami Union Heights UT 11/2018 11/2019
K2 The Church Murray UT 10/2016 10/2018
Tsunami South Jordan UT 08/2016 10/2016
Fidelity Investments Salt Lake City UT 02/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2020 → 11/2020
    Leaf Filter
    Salt Lake City, UT
  • 01/2020 → 03/2020
    Universty Of Utah
    Salt Lake City, UT
  • 11/2019 → 12/2019
    Granite World
    Provo, UT
  • 11/2018 → 11/2019
    Tsunami
    Union Heights, UT
  • 10/2016 → 10/2018
    K2 The Church
    Murray, UT
  • 08/2016 → 10/2016
    Tsunami
    South Jordan, UT
  • 02/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-132371|OrgNmn:Sacred Rite LLC|Org Addr:Sandy,Utah,US|OBA Nature:Online product sales|Invst Rel:N|Title:Owner / operator|Duties:Create the products, own the business|StrtDt:|TotHrs/mon:7|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-21
S63 Uniform Securities Agent State Law Examination 2021-06-16
  • S66 Uniform Combined State Law Examination
    2023-03-21
  • S63 Uniform Securities Agent State Law Examination
    2021-06-16
Other Names
  • James Stephen Rieth
  • James Stephen Rieth

View on SEC IAPD

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