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Andres Meza

Strategic Advisers LLC

Salt Lake City, UT

Eagle Mountain, 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 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

Eagle Mountain, 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
Fidelity Brokerage Services, Llc American Fork UT 07/2018 Present
Nature's Sunshine Products Spanish Fork UT 10/2012 06/2018
Fidelity Investments Boston MA 03/2025 Present
  • 07/2018 → Present
    Fidelity Brokerage Services, Llc
    American Fork, UT
  • 10/2012 → 06/2018
    Nature's Sunshine Products
    Spanish Fork, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-09-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    American Fork, UT
Other Businesses

OBA-10999|OrgNmn:J & C Services|Org Addr:Orem,Utah,US|OBA Nature:Post Construction Final Cleanu|Invst Rel:N|Title:Cleaner|Duties:Clean buildings after construction. Windows, floors, fixtures etc.|StrtDt:01-01-15|TotHrs/mon:4|TrdHrs/mon:0|OBA-100689|OrgNmn:Marketplace|Org Addr:Springvill,Utah,US|OBA Nature:Buy and sell used items|Invst Rel:N|Title:Private Reseller|Duties:Buy undervallued used items to resell at market value. |StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-03
S63 Uniform Securities Agent State Law Examination 2018-09-21
  • S66 Uniform Combined State Law Examination
    2019-09-03
  • S63 Uniform Securities Agent State Law Examination
    2018-09-21
Other Names
  • Andres Sebastian Meza
  • Andres Meza

View on SEC IAPD

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ALLEN RAY MCNEAL
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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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