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Allen Keith Norton

Strategic Advisers LLC

Eagle Mountain, 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

Eagle Mountain, 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 06/2007 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2007 → Present
    Fidelity Brokerage Services, Llc
    Salt Lake City, UT
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Clinton, UT
  • 2010-01-01 → 2018-07-13
    Strategic Advisers Llc
    Salt Lake City, UT
  • 2005-08-04 → 2006-06-06
    Waddell & Reed
    Meridian, ID
    Meridian, ID
Other Businesses

OBA-11035|OrgNmn:nameless- my own business|Org Addr:Clinton,Utah,US|OBA Nature:photography|Invst Rel:N|Title:Photographer|Duties:take, edit pictures; marketing, financial books|StrtDt:10-05-18|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-30
S63 Uniform Securities Agent State Law Examination 2005-08-12
S65 Uniform Investment Adviser Law Examination 2005-08-03
  • S66 Uniform Combined State Law Examination
    2009-12-30
  • S63 Uniform Securities Agent State Law Examination
    2005-08-12
  • S65 Uniform Investment Adviser Law Examination
    2005-08-03

View on SEC IAPD

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Other Investors

FREDERICK PROVONCHA
KEVIN RAY SKIDMORE
JACK SKADAL
JEFFREY TYLER PORTER
JAMES BRANDON KIDD
ROBERT J SUMAN
BLAKE B REID
SHANE JOHNSON

Other Offices

STRATEGIC ADVISERS LLC · SALT LAKE CITY, UT
MARVIN VENTURES LLC · SALT LAKE CITY, UT
LIFEPOINT FINANCIAL DESIGN · SALT LAKE CITY, UT
TBL-VV, LLC · SALT LAKE, UT
VELVET VENTURES, LLC · SALT LAKE CITY, UT
THE PRUDENT PLANNER, LLC · SALT LAKE CITY, UT
TAYLOR DERRICK CAPITAL, L.L.C. · SALT LAKE CITY, UT
ZIONS CAPITAL ADVISORS, INC. · SALT LAKE CITY, UT

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