Ian Rosales

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2019 → Present
  Fidelity Brokerage Services, Llc
  American Fork, UT
• 10/2018 → 04/2019
  Top Build Construction
  N. Salt Lake City, UT
• 06/2018 → 09/2018
  Unemployed
  Lehi, UT
• 01/2016 → 05/2018
  Us Bank
  Draper, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-06-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Other Businesses

OBA-98981|OrgNmn:Volent Approach|Org Addr:Lehi,Utah,US|OBA Nature:Selling merch. and for every d|Invst Rel:N|Title:Partner|Duties:Ordering clothings with our logo on it, promoting on social media, keeping track on inventory, keeping track of people who enter and tallying |StrtDt:|TotHrs/mon:30|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2021-06-16
• S63 Uniform Securities Agent State Law Examination
  2019-07-06

Other Names

• Ian Alexis Rosales
• Ian Rosales