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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

Kaysville, 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
Alpine Cleaning And Restoration North Salt Lake UT 08/2019 03/2020
Fidelity Investments Salt Lake City UT 08/2021 04/2022
Viewmont High School Bountiful UT 08/2016 06/2019
Fidelity Investments Salt Lake City UT 10/2022 07/2024
Diamond Rental Salt Lake City UT 03/2020 04/2020
Unemployed Salt Lake City UT 04/2020 07/2020
Randall Brothers Carwash Centerville UT 06/2016 08/2019
Mercedes Benz Of Farmington Farmington UT 07/2020 09/2020
Horizon Federal Credit Union Farmington UT 09/2020 08/2021
Fidelity Investments Salt Lake City UT 04/2022 10/2022
Fidelity Investments Salt Lake City UT 07/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2019 → 03/2020
    Alpine Cleaning And Restoration
    North Salt Lake, UT
  • 08/2021 → 04/2022
    Fidelity Investments
    Salt Lake City, UT
  • 08/2016 → 06/2019
    Viewmont High School
    Bountiful, UT
  • 10/2022 → 07/2024
    Fidelity Investments
    Salt Lake City, UT
  • 03/2020 → 04/2020
    Diamond Rental
    Salt Lake City, UT
  • 04/2020 → 07/2020
    Unemployed
    Salt Lake City, UT
  • 06/2016 → 08/2019
    Randall Brothers Carwash
    Centerville, UT
  • 07/2020 → 09/2020
    Mercedes Benz Of Farmington
    Farmington, UT
  • 09/2020 → 08/2021
    Horizon Federal Credit Union
    Farmington, UT
  • 04/2022 → 10/2022
    Fidelity Investments
    Salt Lake City, UT
  • 07/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Kaysville, UT
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-19
  • S66 Uniform Combined State Law Examination
    2024-11-19
Other Names
  • Nicholas Ford Reese
  • Nick Reese
  • Nicholas Reese
  • Nicholas F Reese

View on SEC IAPD

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