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Trevor Parker Bamgartner

Strategic Advisers LLC

Salt Lake City, UT

Draper, 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

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Draper, UT • 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 01/2019 Present
Common Sense Financial South Jordan UT 06/2017 12/2018
Jsl Landscaping Heber City UT 05/2013 10/2018
Fidelity Investments Boston MA 03/2025 Present
  • 01/2019 → Present
    Fidelity Brokerage Services, Llc
    American Fork, UT
  • 06/2017 → 12/2018
    Common Sense Financial
    South Jordan, UT
  • 05/2013 → 10/2018
    Jsl Landscaping
    Heber City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    American Fork, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-21
S63 Uniform Securities Agent State Law Examination 2019-08-09
  • S66 Uniform Combined State Law Examination
    2023-02-21
  • S63 Uniform Securities Agent State Law Examination
    2019-08-09
Other Names
  • Trevor Parker Bamgartner
  • Trevor Bamgartner

View on SEC IAPD

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Jason Scot Berryman
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Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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