Brandon Marshall

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

Clearfield, 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
The Olive Garden	Murray	UT	10/2017	09/2021
The Pizza Factory	Provo	UT	11/2015	09/2017
Fidelity Investments	American Fork	UT	09/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

10/2017 → 09/2021

The Olive Garden

Murray, UT
11/2015 → 09/2017

The Pizza Factory

Provo, UT
09/2021 → Present

Fidelity Investments

American Fork, UT
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-10-31 → 2025-03-31

Fidelity Personal And Workplace Advisors

Salt Lake City, UT

Other Businesses

OBA-62874|OrgNmn:Lyft|Org Addr:San Franci,California,US|OBA Nature:Rideshare driver|Invst Rel:N|Title:Rideshare Driver|Duties:Drive people to their desired location|StrtDt:03-13-18|TotHrs/mon:20|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-10-26
S63	Uniform Securities Agent State Law Examination	2022-04-11

S66 Uniform Combined State Law Examination

2022-10-26
S63 Uniform Securities Agent State Law Examination

2022-04-11

Other Names

Brandon Terrol Marshall
Brandon Marshall

View on SEC IAPD

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