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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

Orem, 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
Fidelity Investments American Fork UT 02/2021 Present
Davidson Defense Inc. Orem UT 06/2020 02/2021
Utah Valley University Orem UT 08/2018 05/2020
Rise Pest Control Provo UT 05/2019 08/2019
Jb Moving Company American Fork UT 10/2018 12/2018
Utah System Of Higher Education Salt Lake City UT 01/2018 08/2018
North-Eastern Services Logan UT 09/2017 12/2017
Discover Financial Services West Valley City UT 05/2017 08/2017
Utah State University Logan UT 08/2015 12/2017
Cherry Peake Resort Smithfield UT 12/2015 03/2017
Fidelity Investments Boston MA 03/2025 Present
  • 02/2021 → Present
    Fidelity Investments
    American Fork, UT
  • 06/2020 → 02/2021
    Davidson Defense Inc.
    Orem, UT
  • 08/2018 → 05/2020
    Utah Valley University
    Orem, UT
  • 05/2019 → 08/2019
    Rise Pest Control
    Provo, UT
  • 10/2018 → 12/2018
    Jb Moving Company
    American Fork, UT
  • 01/2018 → 08/2018
    Utah System Of Higher Education
    Salt Lake City, UT
  • 09/2017 → 12/2017
    North-Eastern Services
    Logan, UT
  • 05/2017 → 08/2017
    Discover Financial Services
    West Valley City, UT
  • 08/2015 → 12/2017
    Utah State University
    Logan, UT
  • 12/2015 → 03/2017
    Cherry Peake Resort
    Smithfield, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-18236|OrgNmn:freelance/ paid hobby|Org Addr:Orem,Utah,US|OBA Nature:build custom automotive headli|Invst Rel:N|Title:Custom headlight builder|Duties:I build a couple sets of headlights a year meant for use on off-road vehicles|StrtDt:03-01-21|TotHrs/mon:6|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-29
S63 Uniform Securities Agent State Law Examination 2021-08-10
  • S66 Uniform Combined State Law Examination
    2023-12-29
  • S63 Uniform Securities Agent State Law Examination
    2021-08-10
Other Names
  • Ethan Cruze Nakaya
  • Ethan Nakaya

View on SEC IAPD

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