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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Woods Cross, UT • United States

279 West South Temple, Salt Lake City, UT 84101-1333 • 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
Transamerica Retirement Solutions North Salt Lake UT 02/2015 01/2017
Transamerica Investors Securities Corporation North Salt Lake UT 03/2015 01/2017
Prudential Insurance Company Of America Englewood CO 02/2017 12/2017
Pruco Securities, Llc Englewood CO 02/2017 12/2017
Raymond James Financial Services, Inc. South Jordan UT 12/2017 12/2018
Securitiy Service Investment Group Salt Lake City UT 12/2017 12/2018
Raymond James Financial Services Advisors Inc. South Jordan UT 12/2017 12/2018
Security Service Federal Credit Union Salt Lake City UT 12/2017 12/2018
Fidelity Brokerage Services Llc Salt Lake City UT 01/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2015 → 01/2017
    Transamerica Retirement Solutions
    North Salt Lake, UT
  • 03/2015 → 01/2017
    Transamerica Investors Securities Corporation
    North Salt Lake, UT
  • 02/2017 → 12/2017
    Prudential Insurance Company Of America
    Englewood, CO
  • 02/2017 → 12/2017
    Englewood, CO
  • 12/2017 → 12/2018
    Raymond James Financial Services, Inc.
    South Jordan, UT
  • 12/2017 → 12/2018
    Securitiy Service Investment Group
    Salt Lake City, UT
  • 12/2017 → 12/2018
    South Jordan, UT
  • 12/2017 → 12/2018
    Security Service Federal Credit Union
    Salt Lake City, UT
  • 01/2019 → Present
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-29
S63 Uniform Securities Agent State Law Examination 2006-03-10
  • S66 Uniform Combined State Law Examination
    2011-12-29
  • S63 Uniform Securities Agent State Law Examination
    2006-03-10
Other Names
  • Michael B Venable
  • Michael Bryce Venable
  • Michael Venable

View on SEC IAPD

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