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Annalyse Ward

Strategic Advisers LLC

Willard, UT

Salt Lake City, UT

CRD 8116220

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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 2025-10-14
TX RA APPROVED 2025-10-10
  • UT RA
    APPROVED
    Since 2025-10-14
  • TX RA
    APPROVED
    Since 2025-10-10

Branch Locations

Willard, 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
College Logan UT 09/2024 05/2025
Fidelity Investments Salt Lake City UT 06/2025 Present
Alpine Country Club Highland UT 04/2024 08/2024
High School And College Brigham City UT 01/2015 08/2020
Enlite Home Provo UT 04/2022 08/2023
College Logan UT 09/2023 03/2024
Lds Mission Honolulu HI 09/2020 03/2022
  • 09/2024 → 05/2025
    College
    Logan, UT
  • 06/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 04/2024 → 08/2024
    Alpine Country Club
    Highland, UT
  • 01/2015 → 08/2020
    High School And College
    Brigham City, UT
  • 04/2022 → 08/2023
    Enlite Home
    Provo, UT
  • 09/2023 → 03/2024
    College
    Logan, UT
  • 09/2020 → 03/2022
    Lds Mission
    Honolulu, HI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-26
  • S66 Uniform Combined State Law Examination
    2025-09-26
Other Names
  • Annie Ward

View on SEC IAPD

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