Braxton Percival

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2021 → Present
  Fidelity Investments
  American Fork, UT
• 01/2016 → 04/2021
  Broderick And Henderson Construction Llc
  Orem, UT
• 05/2015 → 05/2018
  Scheels
  Sandy, UT
• 01/2015 → 01/2017
  Salt Lake Community College
  Taylorsville, UT
• 12/2017 → 05/2021
  Utah Valley University
  Orem, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-10-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2022-10-21
• S63 Uniform Securities Agent State Law Examination
  2021-08-18

Other Names

• Braxton Shaun Percival
• Braxton Percival