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Carlos Riquelme

Strategic Advisers LLC

Salt Lake City, UT

Murray, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-11-20
TX RA APPROVED 2025-11-19
  • UT RA
    APPROVED
    Since 2025-11-20
  • TX RA
    APPROVED
    Since 2025-11-19

Branch Locations

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

Murray, 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
Stein Eriksen Lodge Park City UT 05/2022 05/2023
Wells Fargo Park City UT 05/2023 05/2025
Italo New York City NY 03/2018 05/2019
Brazucas Llc Park City UT 05/2022 07/2022
Fara Construction New York City NY 05/2019 03/2020
Unemployed New York City NY 05/2015 03/2018
Taco Junction Park City UT 11/2023 02/2024
Unemployed New York City NY 03/2020 02/2021
Unemployed Salt Lake City UT 05/2025 07/2025
Authentic Mexican Park City UT 08/2022 11/2022
Fara Construction New York City NY 02/2021 05/2022
Fidelity Investments Salt Lake City UT 07/2025 Present
  • 05/2022 → 05/2023
    Stein Eriksen Lodge
    Park City, UT
  • 05/2023 → 05/2025
    Wells Fargo
    Park City, UT
  • 03/2018 → 05/2019
    Italo
    New York City, NY
  • 05/2022 → 07/2022
    Brazucas Llc
    Park City, UT
  • 05/2019 → 03/2020
    Fara Construction
    New York City, NY
  • 05/2015 → 03/2018
    Unemployed
    New York City, NY
  • 11/2023 → 02/2024
    Taco Junction
    Park City, UT
  • 03/2020 → 02/2021
    Unemployed
    New York City, NY
  • 05/2025 → 07/2025
    Unemployed
    Salt Lake City, UT
  • 08/2022 → 11/2022
    Authentic Mexican
    Park City, UT
  • 02/2021 → 05/2022
    Fara Construction
    New York City, NY
  • 07/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-10
  • S66 Uniform Combined State Law Examination
    2025-11-10

View on SEC IAPD

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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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