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Samuel David Wright

Strategic Advisers LLC

West Haven, 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

West Haven, 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 Salt Lake City UT 11/2018 Present
Progrexion West Valley UT 12/2012 08/2018
Unemployed Na UT 09/2018 10/2018
Fidelity Investments Boston MA 03/2025 Present
  • 11/2018 → Present
    Fidelity Brokerage Services, Llc
    Salt Lake City, UT
  • 12/2012 → 08/2018
    Progrexion
    West Valley, UT
  • 09/2018 → 10/2018
    Unemployed
    Na, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-03-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-01
  • S66 Uniform Combined State Law Examination
    2019-04-01
Other Names
  • Samuel David Wright
  • Samuel Wright

View on SEC IAPD

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