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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:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-03-04
TX RA APPROVED 2026-03-03
  • UT RA
    APPROVED
    Since 2026-03-04
  • TX RA
    APPROVED
    Since 2026-03-03

Branch Locations

Salt Lake City, 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
Carwash Express Pocatello ID 01/2022 12/2022
Feellove Coffee St. George UT 12/2022 10/2024
Unemployed Pocatello ID 12/2002 03/2019
Fidelity Investments Salt Lake City UT 10/2024 Present
Sonic Drive In Pocatello ID 03/2019 09/2020
Butterburrs Lickety Split Pocatello ID 09/2020 04/2021
Starbucks Coffee Pocatello ID 04/2021 08/2021
Dino Dash Car Wash St. George UT 09/2021 01/2022
Car Wash Express Pocatello ID 04/2021 08/2021
  • 01/2022 → 12/2022
    Carwash Express
    Pocatello, ID
  • 12/2022 → 10/2024
    Feellove Coffee
    St. George, UT
  • 12/2002 → 03/2019
    Unemployed
    Pocatello, ID
  • 10/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2019 → 09/2020
    Sonic Drive In
    Pocatello, ID
  • 09/2020 → 04/2021
    Butterburrs Lickety Split
    Pocatello, ID
  • 04/2021 → 08/2021
    Starbucks Coffee
    Pocatello, ID
  • 09/2021 → 01/2022
    Dino Dash Car Wash
    St. George, UT
  • 04/2021 → 08/2021
    Car Wash Express
    Pocatello, ID
Other Businesses

OBA-128932|OrgNmn:Tysen Gasper|Org Addr:Salt Lake ,Utah,US|OBA Nature:Personal brand, partnering wit|Invst Rel:N|Title:Ambassador |Duties:Post branded content on social media|StrtDt:07-17-26|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-02
S63 Uniform Securities Agent State Law Examination 2025-03-31
  • S66 Uniform Combined State Law Examination
    2026-03-02
  • S63 Uniform Securities Agent State Law Examination
    2025-03-31
Other Names
  • Tysen Gasper
  • Tysen Leon Gasper

View on SEC IAPD

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