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Justin Cao

Strategic Advisers LLC

Midvale, UT

Salt Lake City, UT

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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

Midvale, 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
Pepsico Ames IA 06/2020 08/2020
Workiva Ames IA 04/2019 08/2019
Iowa State University Ames IA 08/2018 03/2019
Winterset Aquatic Center Winterset IA 05/2016 08/2019
Montross Pharmacy Winterset IA 01/2017 05/2017
Unemployed Ames IA 09/2020 06/2021
Fidelity Investments Salt Lake City UT 07/2021 Present
Unemployed Ames IA 09/2019 05/2020
Iowa State University Ames IA 08/2017 05/2021
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → 08/2020
    Pepsico
    Ames, IA
  • 04/2019 → 08/2019
    Workiva
    Ames, IA
  • 08/2018 → 03/2019
    Iowa State University
    Ames, IA
  • 05/2016 → 08/2019
    Winterset Aquatic Center
    Winterset, IA
  • 01/2017 → 05/2017
    Montross Pharmacy
    Winterset, IA
  • 09/2020 → 06/2021
    Unemployed
    Ames, IA
  • 07/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 09/2019 → 05/2020
    Unemployed
    Ames, IA
  • 08/2017 → 05/2021
    Iowa State University
    Ames, IA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    American Fork, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-11
  • S66 Uniform Combined State Law Examination
    2021-11-11
Other Names
  • Justin Lee Cao

View on SEC IAPD

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