Brant L. Eaton

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

• 08/2019 → 03/2021
  Lexington Law Firm/ Progrexion
  Rexburg, ID
• 06/2019 → 08/2019
  Gem State Staffing
  Rexburg, ID
• 09/2018 → 06/2019
  Ascend Staffing, Formerly Intermountain Staffing
  Layton, UT
• 10/2018 → 04/2019
  Ssi/Dynata
  Rexburg, ID
• 08/2018 → 09/2018
  Ascend Staffing, Formerly Intermountain Staffing
  Layton, UT
• 07/2016 → 08/2018
  Church Of Jesus Christ Of Latter-Day Saints
  Nampa, ID
• 04/2021 → Present
  Fidelity Brokerage Services
  Salt Lake City, UT
• 08/2018 → 03/2021
  Brigham Young University
  Rexburg, ID
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-08-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2023-08-01
• S63 Uniform Securities Agent State Law Examination
  2021-08-16

Other Names

• Brant Lee Eaton
• Brant Eaton
• Brant Lee Eaton