Mitchell Thor Swensen

Strategic Advisers LLC

Salt Lake City, UT

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
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

Draper, 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

Organization	City	State	From	To
Mountain America Cu	Sandy	UT	10/2017	06/2021
The Church Of Jesus Christ Of Latter Day Saints	Bismarck	ND	07/2015	10/2017
Fidelity Investments	Salt Lake City	UT	06/2021	05/2022
Net Worth Advisory Group	Sandy	UT	05/2022	03/2023
Fidelity Investments	Salt Lake City	UT	03/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

10/2017 → 06/2021

Mountain America Cu

Sandy, UT
07/2015 → 10/2017

The Church Of Jesus Christ Of Latter Day Saints

Bismarck, ND
06/2021 → 05/2022

Fidelity Investments

Salt Lake City, UT
05/2022 → 03/2023

Net Worth Advisory Group

Sandy, UT
03/2023 → Present

Fidelity Investments

Salt Lake City, UT
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-04-25 → 2025-03-31

Fidelity Personal And Workplace Advisors

Salt Lake City, UT
2022-08-30 → 2023-02-21

Net Worth Advisory Group, Llc

Sandy, UT

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2021-08-18

S63 Uniform Securities Agent State Law Examination

2021-08-18

Designations

Other Names

Mitchell Thor Swensen
Mitchell Swensen

View on SEC IAPD

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