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Sebastian Swanson

Strategic Advisers LLC

South Jordan, 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
UT RA APPROVED 2025-12-17
TX RA APPROVED 2025-03-31
  • UT RA
    APPROVED
    Since 2025-12-17
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

South Jordan, 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
City Electric Supply Henderson NV 05/2013 03/2017
University Of Nevada Las Vegas Las Vegas NV 08/2013 05/2018
Guardian Life Insurance Company Of America Las Vegas NV 05/2018 07/2020
Park Avenue Securities Las Vegas NV 04/2019 07/2020
Charles Schwab & Co., Inc. Westlake TX 07/2020 05/2022
Fidelity Investments Westlake TX 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2013 → 03/2017
    City Electric Supply
    Henderson, NV
  • 08/2013 → 05/2018
    University Of Nevada Las Vegas
    Las Vegas, NV
  • 05/2018 → 07/2020
    Guardian Life Insurance Company Of America
    Las Vegas, NV
  • 04/2019 → 07/2020
    Park Avenue Securities
    Las Vegas, NV
  • 07/2020 → 05/2022
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 05/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-11
  • S66 Uniform Combined State Law Examination
    2020-05-11
Other Names
  • Sebastian Swanson
  • Sebastian Lee Swanson

View on SEC IAPD

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Other Offices

LPG CAPITAL MANAGEMENT · SOUTH JORDAN, UT
LPL FINANCIAL LLC · SOUTH JORDAN, UT
OSAIC WEALTH, INC. · SOUTH JORDAN, UT
PORTSIDE WEALTH GROUP, LLC · South Jordan, UT
DIVERGENT WEALTH ADVISORS, LLC · SOUTH JORDAN, UT
WEALTHSPIRE RETIREMENT ADVISORY · South Jordan, UT
D.A. DAVIDSON & CO. · SOUTH JORDAN, UT
WEALTHSPIRE RETIREMENT ADVISORY · South Jordan, UT

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