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Mason Moody

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 2025-10-23
UT RA APPROVED 2025-10-23
  • TX RA
    APPROVED
    Since 2025-10-23
  • UT RA
    APPROVED
    Since 2025-10-23

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Salt Lake City, 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
Unemployed Salt Lake City UT 04/2023 07/2023
Standard Behavior Salt Lake City UT 10/2022 03/2023
Unemployed Salt Lake City UT 02/2018 02/2018
Ebay Draper UT 11/2019 10/2022
Grand America Salt Lake City UT 03/2018 08/2018
Leadventure Lake Oswego OR 08/2023 04/2024
Synlawn Utah Murray UT 09/2024 01/2025
Fidelity Investments Salt Lake City UT 06/2025 Present
Rocky Mountain Labs Draper UT 01/2025 05/2025
Dealersocket Draper UT 09/2018 10/2019
Unemployed Salt Lake City UT 05/2024 08/2024
Park City Group Inc (Repositrak) Salt Lake City UT 03/2018 06/2018
Filevine Provo UT 06/2016 01/2018
  • 04/2023 → 07/2023
    Unemployed
    Salt Lake City, UT
  • 10/2022 → 03/2023
    Standard Behavior
    Salt Lake City, UT
  • 02/2018 → 02/2018
    Unemployed
    Salt Lake City, UT
  • 11/2019 → 10/2022
    Ebay
    Draper, UT
  • 03/2018 → 08/2018
    Grand America
    Salt Lake City, UT
  • 08/2023 → 04/2024
    Leadventure
    Lake Oswego, OR
  • 09/2024 → 01/2025
    Synlawn Utah
    Murray, UT
  • 06/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 01/2025 → 05/2025
    Rocky Mountain Labs
    Draper, UT
  • 09/2018 → 10/2019
    Dealersocket
    Draper, UT
  • 05/2024 → 08/2024
    Unemployed
    Salt Lake City, UT
  • 03/2018 → 06/2018
    Park City Group Inc (Repositrak)
    Salt Lake City, UT
  • 06/2016 → 01/2018
    Filevine
    Provo, UT
Other Businesses

OBA-120313|OrgNmn:Self Employed|Org Addr:Salt Lake ,Utah,US|OBA Nature:I DJ around salt lake city. At|Invst Rel:N|Title:Sole Proprietorship|Duties:all happens after 5pm and is sporadic|StrtDt:06-17-25|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-21
  • S66 Uniform Combined State Law Examination
    2025-08-21
Other Names
  • Mason Moody
  • Mason Jordan Moody

View on SEC IAPD

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LEP MANAGEMENT LLC
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES & ASSOCIATES, INC.
D.A. DAVIDSON & CO.
STRATOS WEALTH PARTNERS, LTD
LPL FINANCIAL LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

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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