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Sharon Royall

Strategic Advisers LLC

Farmington, 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

Farmington, 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 12/2018 Present
Unemployed Anacortes WA 12/2015 12/2018
Fidelity Investments Boston MA 03/2025 Present
  • 12/2018 → Present
    Fidelity Brokerage Services, Llc
    Salt Lake City, UT
  • 12/2015 → 12/2018
    Unemployed
    Anacortes, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-06-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-27
S63 Uniform Securities Agent State Law Examination 2019-03-08
  • S66 Uniform Combined State Law Examination
    2021-05-27
  • S63 Uniform Securities Agent State Law Examination
    2019-03-08

View on SEC IAPD

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