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Bryan Gregory

Strategic Advisers LLC

Salt Lake City, UT

Provo, 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

Provo, 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
Action Self Storage Provo UT 01/2014 10/2017
Keller Williams Realty Provo UT 09/2021 12/2021
The Church Of Jesus Christ Of Latter-Day Saints Goiania 10/2017 10/2019
Mountain America Credit Union American Fork UT 05/2022 09/2022
Vivint Smart Home Security Huntsville AL 05/2021 09/2021
International Language Program Granada 12/2021 05/2022
Brigham Young University Provo UT 01/2020 08/2024
Vivint Smart Home Security Bismarck ND 05/2020 09/2020
Fidelity Investments Salt Lake City UT 06/2023 08/2023
Abbies Properties Provo UT 06/2012 04/2020
Fidelity Investments Salt Lake City UT 08/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2014 → 10/2017
    Action Self Storage
    Provo, UT
  • 09/2021 → 12/2021
    Keller Williams Realty
    Provo, UT
  • 10/2017 → 10/2019
    The Church Of Jesus Christ Of Latter-Day Saints
    Goiania
  • 05/2022 → 09/2022
    Mountain America Credit Union
    American Fork, UT
  • 05/2021 → 09/2021
    Vivint Smart Home Security
    Huntsville, AL
  • 12/2021 → 05/2022
    International Language Program
    Granada
  • 01/2020 → 08/2024
    Brigham Young University
    Provo, UT
  • 05/2020 → 09/2020
    Vivint Smart Home Security
    Bismarck, ND
  • 06/2023 → 08/2023
    Fidelity Investments
    Salt Lake City, UT
  • 06/2012 → 04/2020
    Abbies Properties
    Provo, UT
  • 08/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Lehi, UT
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-13
  • S66 Uniform Combined State Law Examination
    2024-12-13

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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