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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    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

Herriman, UT • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Axa Advisors, Llc New York NY 06/2018 06/2020
Axa Equitable Salt Lake City UT 06/2018 06/2020
Mark T. Ethington, Pc South Jordan UT 02/2009 06/2018
University Of Utah Salt Lake City UT 08/2004 05/2018
Equitable Advisors, Llc New York NY 06/2018 02/2021
Equitable Salt Lake City UT 06/2018 02/2021
Fidelity Investments Salt Lake City UT 04/2021 Present
University Of Utah Salt Lake City UT 08/2020 04/2021
Urban Talent Management Salt Lake City UT 10/2020 04/2021
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 06/2018 → 06/2020
    Axa Equitable
    Salt Lake City, UT
  • 02/2009 → 06/2018
    Mark T. Ethington, Pc
    South Jordan, UT
  • 08/2004 → 05/2018
    University Of Utah
    Salt Lake City, UT
  • 06/2018 → 02/2021
    Equitable Advisors, Llc
    New York, NY
  • 06/2018 → 02/2021
    Equitable
    Salt Lake City, UT
  • 04/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 08/2020 → 04/2021
    University Of Utah
    Salt Lake City, UT
  • 10/2020 → 04/2021
    Urban Talent Management
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-12-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-59269|OrgNmn:Urban Talent|Org Addr:Salt Lake ,Utah,US|OBA Nature:Retained talent as actor/model|Invst Rel:N|Title:actor/fitness model|Duties:auditioning for potential roles/photo gigs|StrtDt:09-18-20|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-11
S63 Uniform Securities Agent State Law Examination 2018-11-02
  • S66 Uniform Combined State Law Examination
    2023-12-11
  • S63 Uniform Securities Agent State Law Examination
    2018-11-02
Other Names
  • Natasha Eldredge Anderson
  • Natasha Hunt

View on SEC IAPD

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