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Ryan Chapa

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

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
E*Trade Securities Llc Sandy UT 03/2018 05/2019
Rosenthal Collins Group Chicago IL 08/2006 03/2017
Unemployed Salt Lake City UT 03/2017 03/2018
E*Trade Securities Llc Sandy UT 08/2018 05/2019
Morgan Stanley Holladay UT 06/2019 Present
Morgan Stanley Private Bank, N.A New York NY 07/2019 Present
Unemployed Salt Lake City UT 03/2017 03/2018
Rosenthal Collins Group / Lasalle Group Chicago IL 08/2006 03/2017
Morgan Stanley Salt Lake City UT 06/2019 06/2024
Fidelity Investments Salt Lake City UT 07/2024 Present
E*Trade Financial Corp Sandy UT 03/2018 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 03/2018 → 05/2019
    E*Trade Securities Llc
    Sandy, UT
  • 08/2006 → 03/2017
    Rosenthal Collins Group
    Chicago, IL
  • 03/2017 → 03/2018
    Unemployed
    Salt Lake City, UT
  • 08/2018 → 05/2019
    E*Trade Securities Llc
    Sandy, UT
  • 06/2019 → Present
    Morgan Stanley
    Holladay, UT
  • 07/2019 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 03/2017 → 03/2018
    Unemployed
    Salt Lake City, UT
  • 08/2006 → 03/2017
    Rosenthal Collins Group / Lasalle Group
    Chicago, IL
  • 06/2019 → 06/2024
    Morgan Stanley
    Salt Lake City, UT
  • 07/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2018 → 05/2019
    E*Trade Financial Corp
    Sandy, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2019-07-22 → 2024-07-10
    Morgan Stanley
    Salt Lake City, UT
    Holladay, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-22
S63 Uniform Securities Agent State Law Examination 2018-04-30
  • S66 Uniform Combined State Law Examination
    2019-07-22
  • S63 Uniform Securities Agent State Law Examination
    2018-04-30
Other Names
  • Ryan Charles Chapa
  • Ryan C Chapa

View on SEC IAPD

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