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Eric Michael Sargent

Strategic Advisers LLC

Lehi, 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
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

Lehi, 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
Vertifi Software, Llc Burlington MA 07/2016 10/2017
Tedesco Country Club Marblehead MA 08/2011 12/2016
Primary Residential Mortgage Salt Lake City UT 11/2017 11/2018
Fidelity Brokerage Services, Llc Salt Lake City UT 11/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → 10/2017
    Vertifi Software, Llc
    Burlington, MA
  • 08/2011 → 12/2016
    Tedesco Country Club
    Marblehead, MA
  • 11/2017 → 11/2018
    Primary Residential Mortgage
    Salt Lake City, UT
  • 11/2018 → Present
    Fidelity Brokerage Services, Llc
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-09-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-93033|OrgNmn:Product Reselling|Org Addr:Midvale,Utah,US|OBA Nature:Reselling Product|Invst Rel:N|Title:owner/opporator |Duties:Find items to resell|StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-25
S63 Uniform Securities Agent State Law Examination 2019-02-21
  • S66 Uniform Combined State Law Examination
    2020-09-25
  • S63 Uniform Securities Agent State Law Examination
    2019-02-21
Other Names
  • Eric Michael Sargent
  • Eric Sargent

View on SEC IAPD

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