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Teotihuacan P Ngatuvai

Strategic Advisers LLC

Provo, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AK RA APPROVED 2025-03-31
ID RA APPROVED 2025-03-31
MT RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
UT RA APPROVED 2025-03-31
  • AK RA
    APPROVED
    Since 2025-03-31
  • ID RA
    APPROVED
    Since 2025-03-31
  • MT RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Provo, 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
Fidelity Brokerage Services, Llc. Salt Lake City UT 12/2000 Present
Fidelity Brokerage Services Llc Salt Lake City UT 01/2008 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2000 → Present
    Fidelity Brokerage Services, Llc.
    Salt Lake City, UT
  • 01/2008 → Present
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Salt Lake City, UT
    Provo, UT
  • 2013-04-18 → 2018-07-13
    Strategic Advisers Llc
    Portland, OR
    Provo, UT
Other Businesses

OBA-9652|OrgNmn:Self - Residential Rental properties|Org Addr:SLC,Utah,US|OBA Nature:residential rental properties|Invst Rel:Y|Title:Manager|Duties:Manage income and expenses of these residential units|StrtDt:12-01-99|TotHrs/mon:1|TrdHrs/mon:0|OBA-9824|OrgNmn:CD Na2-5, LLC|Org Addr:Orem,Utah,US|OBA Nature:Residential real estate rental|Invst Rel:Y|Title:Owner|Duties:Collect rents, provide or broker maintenance.|StrtDt:01-01-00|TotHrs/mon:1|TrdHrs/mon:0|OBA-9825|OrgNmn:RJ Na2-5, LLC|Org Addr:Orem,Utah,US|OBA Nature:rental real estate|Invst Rel:Y|Title:Owner|Duties:Collect rents, provide or broker maintenance|StrtDt:12-01-03|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-09
S63 Uniform Securities Agent State Law Examination 1996-06-17
  • S66 Uniform Combined State Law Examination
    2009-12-09
  • S63 Uniform Securities Agent State Law Examination
    1996-06-17
Designations
Other Names
  • Teo Ngatuvai
  • Teotihuacan Packer Ngatuvai

View on SEC IAPD

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