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Diego Esteban Mendoza

Strategic Advisers LLC

Salt Lake City, UT

Salt Lake City, UT

CRD 8152090

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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 2026-02-17
TX RA APPROVED 2026-02-12
  • UT RA
    APPROVED
    Since 2026-02-17
  • TX RA
    APPROVED
    Since 2026-02-12

Branch Locations

Salt Lake City, 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
Carbon High School Price UT 04/2015 05/2021
Defense Finance And Accounting Dfas (Usmc) San Diego CA 07/2021 07/2025
Big Dons Pizza Of Price Llc Price UT 06/2019 01/2021
Fidelity Investments Salt Lake City UT 08/2025 Present
Sutherland Bldg Material Shopping Centers Inc. Price UT 04/2019 06/2019
Unemployed Price UT 05/2021 07/2021
  • 04/2015 → 05/2021
    Carbon High School
    Price, UT
  • 07/2021 → 07/2025
    Defense Finance And Accounting Dfas (Usmc)
    San Diego, CA
  • 06/2019 → 01/2021
    Big Dons Pizza Of Price Llc
    Price, UT
  • 08/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 04/2019 → 06/2019
    Sutherland Bldg Material Shopping Centers Inc.
    Price, UT
  • 05/2021 → 07/2021
    Unemployed
    Price, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-16
  • S66 Uniform Combined State Law Examination
    2026-01-16
Other Names
  • Diego Mendoza

View on SEC IAPD

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