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Cole Brown

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
UT RA APPROVED 2026-05-20
TX RA APPROVED 2026-05-19
  • UT RA
    APPROVED
    Since 2026-05-20
  • TX RA
    APPROVED
    Since 2026-05-19

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
Unversity Of Utah Salt Lake City UT 02/2023 08/2024
Viewmont High School Bountiful UT 08/2017 05/2020
Unemployed Centerville UT 01/2015 12/2017
Lift Energy Lehi UT 06/2020 08/2020
Salt Lake City Satl Lake City UT 04/2024 11/2024
Larry H Miller Group Salt Lake City UT 08/2020 06/2021
Vivint Smart Home Provo UT 05/2020 06/2020
Larry H Miller Group Salt Lake City UT 10/2021 05/2022
Fidelity Investments Salt Lake City UT 01/2026 Present
Parsons Bakery Bountiful UT 12/2017 04/2018
Unemployed Centeville UT 04/2019 12/2020
Davis School District Farmington UT 12/2018 04/2019
Marriott City Center Salt Lake City UT 03/2023 11/2023
Flex Energy American Fork UT 06/2021 08/2021
Lendsure Mortgage Corp San Diego CA 08/2024 01/2026
Salt Lake City Salt Lake City UT 03/2025 10/2025
Es Solar Layton UT 09/2020 10/2020
Flex Energy American Fork UT 02/2022 06/2022
Unemployed Centerville UT 03/2020 05/2020
The Gym Salt Lake City UT 09/2021 10/2021
Flex Energy American Fork UT 05/2022 08/2022
University Of Utah Salt Lake City UT 08/2020 12/2024
Larry H Miller Group Salt Lake City UT 08/2022 03/2023
Walmart Centerville UT 12/2019 03/2020
Unemployed Centerville UT 05/2018 12/2018
Salt Lake City Salt Lake City UT 05/2023 10/2023
  • 02/2023 → 08/2024
    Unversity Of Utah
    Salt Lake City, UT
  • 08/2017 → 05/2020
    Viewmont High School
    Bountiful, UT
  • 01/2015 → 12/2017
    Unemployed
    Centerville, UT
  • 06/2020 → 08/2020
    Lift Energy
    Lehi, UT
  • 04/2024 → 11/2024
    Salt Lake City
    Satl Lake City, UT
  • 08/2020 → 06/2021
    Larry H Miller Group
    Salt Lake City, UT
  • 05/2020 → 06/2020
    Vivint Smart Home
    Provo, UT
  • 10/2021 → 05/2022
    Larry H Miller Group
    Salt Lake City, UT
  • 01/2026 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 12/2017 → 04/2018
    Parsons Bakery
    Bountiful, UT
  • 04/2019 → 12/2020
    Unemployed
    Centeville, UT
  • 12/2018 → 04/2019
    Davis School District
    Farmington, UT
  • 03/2023 → 11/2023
    Marriott City Center
    Salt Lake City, UT
  • 06/2021 → 08/2021
    Flex Energy
    American Fork, UT
  • 08/2024 → 01/2026
    Lendsure Mortgage Corp
    San Diego, CA
  • 03/2025 → 10/2025
    Salt Lake City
    Salt Lake City, UT
  • 09/2020 → 10/2020
    Es Solar
    Layton, UT
  • 02/2022 → 06/2022
    Flex Energy
    American Fork, UT
  • 03/2020 → 05/2020
    Unemployed
    Centerville, UT
  • 09/2021 → 10/2021
    The Gym
    Salt Lake City, UT
  • 05/2022 → 08/2022
    Flex Energy
    American Fork, UT
  • 08/2020 → 12/2024
    University Of Utah
    Salt Lake City, UT
  • 08/2022 → 03/2023
    Larry H Miller Group
    Salt Lake City, UT
  • 12/2019 → 03/2020
    Walmart
    Centerville, UT
  • 05/2018 → 12/2018
    Unemployed
    Centerville, UT
  • 05/2023 → 10/2023
    Salt Lake City
    Salt Lake City, UT
Other Businesses

OBA-128120|OrgNmn:Bonneville Golf Course|Org Addr:Salt Lake ,Utah,US|OBA Nature:Grounds crew, mainting turf an|Invst Rel:N|Title:Employee|Duties:I will be working one Saturday morning a month to help with course maintence |StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-15
  • S66 Uniform Combined State Law Examination
    2026-05-15
Other Names
  • Cole Brown
  • Cole Thompson Brown

View on SEC IAPD

Other Firms

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LEP MANAGEMENT LLC
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

More in Salt Lake City, UT

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