Best Investors Account Sign in

Aleah Huibin Horsley-Updike

Strategic Advisers LLC

Magna, UT

Salt Lake City, UT

CRD 8047405

Claim This Profile
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

Magna, 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
Education At Work Salt Lake City UT 10/2018 12/2018
Stevens High School Rapid City SD 08/2013 05/2018
Unemployed Salt Lake City UT 03/2020 09/2020
Taco Bell Rapid City SD 10/2014 05/2017
Hyatt House Salt Lake City UT 03/2019 03/2020
University Of Utah Salt Lake City UT 08/2018 12/2019
Fidelity Investments Salt Lake City UT 02/2025 Present
Brio Italian Grill Salt Lake City UT 02/2023 12/2023
Goldenwest Technologies Rapid City SD 08/2017 08/2018
Deer Valley Resort Park City UT 01/2019 02/2019
Cyprus Credit Union Salt Lake City UT 09/2020 02/2025
Herbergers Rapid City SD 05/2017 08/2018
  • 10/2018 → 12/2018
    Education At Work
    Salt Lake City, UT
  • 08/2013 → 05/2018
    Stevens High School
    Rapid City, SD
  • 03/2020 → 09/2020
    Unemployed
    Salt Lake City, UT
  • 10/2014 → 05/2017
    Taco Bell
    Rapid City, SD
  • 03/2019 → 03/2020
    Hyatt House
    Salt Lake City, UT
  • 08/2018 → 12/2019
    University Of Utah
    Salt Lake City, UT
  • 02/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 02/2023 → 12/2023
    Brio Italian Grill
    Salt Lake City, UT
  • 08/2017 → 08/2018
    Goldenwest Technologies
    Rapid City, SD
  • 01/2019 → 02/2019
    Deer Valley Resort
    Park City, UT
  • 09/2020 → 02/2025
    Cyprus Credit Union
    Salt Lake City, UT
  • 05/2017 → 08/2018
    Herbergers
    Rapid City, SD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-02
S63 Uniform Securities Agent State Law Examination 2025-06-04
  • S66 Uniform Combined State Law Examination
    2026-03-02
  • S63 Uniform Securities Agent State Law Examination
    2025-06-04
Other Names
  • Aleah Horsley-Updike

View on SEC IAPD

More in Magna, UT

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor