Best Investors Account Sign in

Stephen Andrew Fox

Strategic Advisers LLC

Herriman, UT

Salt Lake City, UT

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Herriman, 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
Lendio Lehi UT 03/2020 10/2021
Lock It Fuel Herriman UT 07/2016 06/2019
Chg Healthcare Midvale UT 06/2019 03/2020
E-Filecabinet Lehi UT 10/2021 10/2022
Fidelity Investments Salt Lake City UT 05/2024 Present
Unemployed Herriman UT 10/2022 01/2023
Jordan School Distr West Jordan UT 01/2023 05/2024
Fidelity Investments Boston MA 03/2025 Present
  • 03/2020 → 10/2021
    Lendio
    Lehi, UT
  • 07/2016 → 06/2019
    Lock It Fuel
    Herriman, UT
  • 06/2019 → 03/2020
    Chg Healthcare
    Midvale, UT
  • 10/2021 → 10/2022
    E-Filecabinet
    Lehi, UT
  • 05/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 10/2022 → 01/2023
    Unemployed
    Herriman, UT
  • 01/2023 → 05/2024
    Jordan School Distr
    West Jordan, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
    Herriman, UT
  • 2018-03-13 → 2019-04-01
    Truenorth Wealth
    Salt Lake City, UT
  • 2007-12-05 → 2016-05-20
    Strategic Advisers Llc
    Los Angeles, CA
    Salt Lake City, UT
    Woodland Hills, CA
Other Businesses

OBA-132963|OrgNmn:VIP Limosine|Org Addr:Salt Lake ,Utah,US|OBA Nature:Utah's Premier Limousine & Bla|Invst Rel:N|Title:Driver|Duties:Driver |StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-07
S63 Uniform Securities Agent State Law Examination 2005-12-30
  • S66 Uniform Combined State Law Examination
    2024-11-07
  • S63 Uniform Securities Agent State Law Examination
    2005-12-30
Other Names
  • Steve Andrew Fox
  • Stephen A Fox
  • Stephen Fox

View on SEC IAPD

More in Herriman, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor