Best Investors Account Sign in

Kerstin Marquardson

Strategic Advisers LLC

Eagle Mountain, UT

Salt Lake City, UT

Claim This Profile
Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-25
UT RA APPROVED 2025-11-25
  • TX RA
    APPROVED
    Since 2025-11-25
  • UT RA
    APPROVED
    Since 2025-11-25

Branch Locations

Eagle Mountain, 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
Fidelity Brokerage Services Llc American Fork UT 07/2018 Present
Intermountain Healthcare Riverton UT 04/2012 06/2018
  • 07/2018 → Present
    Fidelity Brokerage Services Llc
    American Fork, UT
  • 04/2012 → 06/2018
    Intermountain Healthcare
    Riverton, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-21
S63 Uniform Securities Agent State Law Examination 2018-09-21
  • S66 Uniform Combined State Law Examination
    2025-11-21
  • S63 Uniform Securities Agent State Law Examination
    2018-09-21
Other Names
  • Kerstin Lee Marquardson
  • Kerstin Lee Baird
  • Kerstin Marquardson

View on SEC IAPD

More in Eagle Mountain, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor