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Andrew Martone

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 2025-11-24
UT RA APPROVED 2025-11-24
  • TX RA
    APPROVED
    Since 2025-11-24
  • UT RA
    APPROVED
    Since 2025-11-24

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
Wood River Middle School Hailey ID 02/2016 06/2018
University Of New Hampshire Durham NH 08/2022 09/2023
Self Employed Hailey ID 06/2017 10/2017
Unemployed Helena MT 07/2022 08/2022
Fidelity Investments Salt Lake City UT 07/2025 Present
Kettlehouse Brewing Company Bonner MT 06/2018 03/2019
Corporate Employment Resources Inc Atlanta GA 08/2023 05/2024
Lewis And Clark Brewing Company Helena MT 04/2019 06/2022
Self Employed Kalispell MT 01/2024 07/2025
  • 02/2016 → 06/2018
    Wood River Middle School
    Hailey, ID
  • 08/2022 → 09/2023
    University Of New Hampshire
    Durham, NH
  • 06/2017 → 10/2017
    Self Employed
    Hailey, ID
  • 07/2022 → 08/2022
    Unemployed
    Helena, MT
  • 07/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 06/2018 → 03/2019
    Kettlehouse Brewing Company
    Bonner, MT
  • 08/2023 → 05/2024
    Corporate Employment Resources Inc
    Atlanta, GA
  • 04/2019 → 06/2022
    Lewis And Clark Brewing Company
    Helena, MT
  • 01/2024 → 07/2025
    Self Employed
    Kalispell, MT
Other Businesses

OBA-121920|OrgNmn:ebay sales|Org Addr:Salt Lake ,Utah,US|OBA Nature:List items on ebay in my weeke|Invst Rel:N|Title:self-employed|Duties:When an item sells, I package it up and take it to the post office to ship, usually within 5 days. All of this happens in my free time, either|StrtDt:01-01-24|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-11
  • S66 Uniform Combined State Law Examination
    2025-11-11

View on SEC IAPD

Other Firms

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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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