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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:

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

American Fork, 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
Jp Morgan Chase Provo UT 01/2020 06/2021
Entrata Leasing Center Lindon UT 05/2019 01/2020
Response Marketing Group Lindon UT 01/2019 05/2019
Tractor Homes Bullhead City AZ 10/2018 01/2019
The Church Of Jesus Christ Of Latter Day Saints Mexico City 10/2016 10/2018
Bullhead City Recreational Department Bullhead City UT 10/2015 10/2016
Clark Eyecare Bullhead City AZ 08/2015 10/2016
Fidelity Investments American Fork UT 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2020 → 06/2021
    Jp Morgan Chase
    Provo, UT
  • 05/2019 → 01/2020
    Entrata Leasing Center
    Lindon, UT
  • 01/2019 → 05/2019
    Response Marketing Group
    Lindon, UT
  • 10/2018 → 01/2019
    Tractor Homes
    Bullhead City, AZ
  • 10/2016 → 10/2018
    The Church Of Jesus Christ Of Latter Day Saints
    Mexico City
  • 10/2015 → 10/2016
    Bullhead City Recreational Department
    Bullhead City, UT
  • 08/2015 → 10/2016
    Clark Eyecare
    Bullhead City, AZ
  • 06/2021 → Present
    Fidelity Investments
    American Fork, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-05
S63 Uniform Securities Agent State Law Examination 2021-08-20
  • S66 Uniform Combined State Law Examination
    2022-08-05
  • S63 Uniform Securities Agent State Law Examination
    2021-08-20
Other Names
  • Tyler Christopher Clark

View on SEC IAPD

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