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Luis Carlos Iniguez

Strategic Advisers LLC

Salt Lake City, 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

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

Salt Lake City, 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
Full Time Ducation El Paso TX 08/2005 11/2018
Darden Olive Garden Hutchinson KS 11/2018 04/2020
Northwestern Mutual Wichita KS 07/2020 06/2021
Fidelity Investments Salt Lake City UT 07/2021 Present
El Zarape Mexican Restaurant El Paso TX 07/2016 08/2017
Fidelity Investments Boston MA 03/2025 Present
  • 08/2005 → 11/2018
    Full Time Ducation
    El Paso, TX
  • 11/2018 → 04/2020
    Darden Olive Garden
    Hutchinson, KS
  • 07/2020 → 06/2021
    Northwestern Mutual
    Wichita, KS
  • 07/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 07/2016 → 08/2017
    El Zarape Mexican Restaurant
    El Paso, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-127879|OrgNmn:Utah Avalnche Soccer Club|Org Addr:Salt Lake ,Utah,US|OBA Nature:Soccer club |Invst Rel:N|Title:Soccer coach|Duties:Coaching a team of U 9 kids|StrtDt:05-18-26|TotHrs/mon:12|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-21
S63 Uniform Securities Agent State Law Examination 2022-03-08
  • S66 Uniform Combined State Law Examination
    2022-07-21
  • S63 Uniform Securities Agent State Law Examination
    2022-03-08

View on SEC IAPD

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Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

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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