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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
TX RA APPROVED 2026-03-17
UT RA APPROVED 2026-03-17
  • TX RA
    APPROVED
    Since 2026-03-17
  • UT RA
    APPROVED
    Since 2026-03-17

Branch Locations

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

Ogden, 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
Sunset Kubota Farr West UT 08/2019 09/2020
Realty Path Llc Sandy UT 01/2025 09/2025
Great Harvest Bread Co. Logan UT 01/2023 03/2023
The Church Of Jesus Christ Of Latter Day Saints Guatemala City 12/2021 10/2022
Weber High School Pleasant View UT 08/2017 04/2020
Fidelity Investments Salt Lake City UT 10/2025 Present
Hawx Pest Control Ogden UT 04/2023 08/2024
Pack Attack Lawn Care Eden UT 10/2022 12/2022
Young Truck And Trailer Logan UT 10/2023 01/2025
The Church Of Jesus Christ Of Latter Day Saints San Antonio TX 10/2020 12/2021
Snowcrest Jr High School Eden UT 08/2014 05/2017
Wolf Creek Recreation Center Eden UT 05/2018 11/2018
  • 08/2019 → 09/2020
    Sunset Kubota
    Farr West, UT
  • 01/2025 → 09/2025
    Realty Path Llc
    Sandy, UT
  • 01/2023 → 03/2023
    Great Harvest Bread Co.
    Logan, UT
  • 12/2021 → 10/2022
    The Church Of Jesus Christ Of Latter Day Saints
    Guatemala City
  • 08/2017 → 04/2020
    Weber High School
    Pleasant View, UT
  • 10/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 04/2023 → 08/2024
    Hawx Pest Control
    Ogden, UT
  • 10/2022 → 12/2022
    Pack Attack Lawn Care
    Eden, UT
  • 10/2023 → 01/2025
    Young Truck And Trailer
    Logan, UT
  • 10/2020 → 12/2021
    The Church Of Jesus Christ Of Latter Day Saints
    San Antonio, TX
  • 08/2014 → 05/2017
    Snowcrest Jr High School
    Eden, UT
  • 05/2018 → 11/2018
    Wolf Creek Recreation Center
    Eden, UT
Other Businesses

OBA-124524|OrgNmn:Realtypath LLC|Org Addr:Sandy,Utah,US|OBA Nature:I am a Real Estate agent under|Invst Rel:Y|Title:Real Estate Agent|Duties:Assist clients in selling and buying homes. |StrtDt:01-28-25|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-06
  • S66 Uniform Combined State Law Examination
    2026-03-06
Other Names
  • Graham Bailey
  • Graham David Bailey

View on SEC IAPD

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