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Geoffrey Gentry

Strategic Advisers LLC

Grantsville, 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

Grantsville, 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
E*Trade Securities Llc Sandy UT 07/2019 02/2020
Domino's Pizza St. George UT 08/2018 07/2019
Franklincovey Salt Lake City UT 07/2016 07/2018
Emsi/Medex Salt Lake City UT 08/2017 10/2017
Uber Technologies Salt Lake City UT 11/2017 10/2021
Franklincovey Salt Lake City UT 08/2018 06/2020
Crush It, Llc St. George UT 07/2018 10/2021
E*Trade Securities Llc Sandy UT 02/2020 08/2020
E*Trade Securities Llc Sandy UT 07/2019 10/2021
Fidelity Investments Salt Lake City UT 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2019 → 02/2020
    E*Trade Securities Llc
    Sandy, UT
  • 08/2018 → 07/2019
    Domino's Pizza
    St. George, UT
  • 07/2016 → 07/2018
    Franklincovey
    Salt Lake City, UT
  • 08/2017 → 10/2017
    Emsi/Medex
    Salt Lake City, UT
  • 11/2017 → 10/2021
    Uber Technologies
    Salt Lake City, UT
  • 08/2018 → 06/2020
    Franklincovey
    Salt Lake City, UT
  • 07/2018 → 10/2021
    Crush It, Llc
    St. George, UT
  • 02/2020 → 08/2020
    E*Trade Securities Llc
    Sandy, UT
  • 07/2019 → 10/2021
    E*Trade Securities Llc
    Sandy, UT
  • 10/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Grantsville, UT
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-08
S63 Uniform Securities Agent State Law Examination 2019-09-30
  • S66 Uniform Combined State Law Examination
    2024-07-08
  • S63 Uniform Securities Agent State Law Examination
    2019-09-30
Other Names
  • Geoffrey Nathan Gentry
  • Geoffrey Gentry

View on SEC IAPD

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