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Brandon Wilson

Strategic Advisers LLC

Salt Lake City, UT

Lehi, 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

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Lehi, UT • 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
Chick-Fil-A Dallas TX 12/2019 07/2021
The Church Of Jesus Christ Of Latter-Day Saints Tacloban City 10/2015 10/2017
Collin College Plano TX 08/2012 05/2018
University Of Texas-Dallas Richardson TX 08/2018 12/2020
Fidelity Investments Salt Lake City UT 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2019 → 07/2021
    Chick-Fil-A
    Dallas, TX
  • 10/2015 → 10/2017
    The Church Of Jesus Christ Of Latter-Day Saints
    Tacloban City
  • 08/2012 → 05/2018
    Collin College
    Plano, TX
  • 08/2018 → 12/2020
    University Of Texas-Dallas
    Richardson, TX
  • 08/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-19
S63 Uniform Securities Agent State Law Examination 2022-02-15
  • S66 Uniform Combined State Law Examination
    2024-01-19
  • S63 Uniform Securities Agent State Law Examination
    2022-02-15
Other Names
  • Brandon Alexander Wilson
  • Brandon Wilson

View on SEC IAPD

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Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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