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Michael Troy Hortin

Strategic Advisers LLC

Salt Lake City, UT

Herriman, 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 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

Herriman, 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
Wells Fargo Advisors Llc Salt Lake City UT 04/2004 09/2017
Morgan Stanley South Jordan UT 09/2017 10/2019
Fidelity Brokerage Services Llc Salt Lake City UT 10/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2004 → 09/2017
    Wells Fargo Advisors Llc
    Salt Lake City, UT
  • 09/2017 → 10/2019
    Morgan Stanley
    South Jordan, UT
  • 10/2019 → Present
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-04-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2017-09-27 → 2019-10-14
    Morgan Stanley
    South Jordan, UT
    South Jordan, UT
  • 2011-01-03 → 2017-09-14
    Wells Fargo Clearing Services, Llc
    Salt Lake City, UT
    Salt Lake City, UT
    Salt Lake City, UT
    Salt Lake City, UT
    Minneapolis, MN
    Minneapolis, MN
    Salt Lake City, UT
  • 2004-05-10 → 2011-01-03
    Wells Fargo Investments, Llc
    Salt Lake City, UT
    Salt Lake City, UT
  • 2001-01-26 → 2004-05-25
    Strategic Advisers Llc
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-01-18
S63 Uniform Securities Agent State Law Examination 1995-09-01
  • S66 Uniform Combined State Law Examination
    2001-01-18
  • S63 Uniform Securities Agent State Law Examination
    1995-09-01
Other Names
  • Michael Troy Hortin
  • Michael Hortin

View on SEC IAPD

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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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