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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

Alpine, 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 09/2010 03/2017
Bank Of America, N.A. Chandler AZ 07/2011 03/2017
Jp Morgan Securities, Llc Orem UT 03/2017 06/2018
Legacy Hd, Llc Gilbert AZ 03/2016 03/2024
Bruce Hd Holdings, Llc Gilbert AZ 08/2014 03/2024
Bruce Hd, Llc Gilbert AZ 08/2009 03/2024
E*Trade Securities Llc Sandy UT 06/2018 03/2024
E*Trade Capital Management Llc Sandy UT 06/2018 03/2024
Morgan Stanley Sandy UT 01/2023 03/2024
Morgan Stanley Private Bank, N.A New York NY 02/2023 03/2024
Morgan Stanley Sandy UT 09/2023 03/2024
Fidelity Investments Salt Lake City UT 03/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2010 → 03/2017
    Chandler, AZ
  • 07/2011 → 03/2017
    Bank Of America, N.A.
    Chandler, AZ
  • 03/2017 → 06/2018
    Orem, UT
  • 03/2016 → 03/2024
    Legacy Hd, Llc
    Gilbert, AZ
  • 08/2014 → 03/2024
    Bruce Hd Holdings, Llc
    Gilbert, AZ
  • 08/2009 → 03/2024
    Bruce Hd, Llc
    Gilbert, AZ
  • 06/2018 → 03/2024
    E*Trade Securities Llc
    Sandy, UT
  • 06/2018 → 03/2024
    E*Trade Capital Management Llc
    Sandy, UT
  • 01/2023 → 03/2024
    Sandy, UT
  • 02/2023 → 03/2024
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 09/2023 → 03/2024
    Sandy, UT
  • 03/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2023-01-10 → 2024-03-08
    Sandy, UT
  • 2018-06-14 → 2023-09-05
    Harrisdirect Llc
    Sandy, UT
    Arlington, VA
  • 2017-03-22 → 2018-05-23
    Orem, UT
    Lindon, UT
    Provo, UT
    Provo, UT
    Spanish Fork, UT
  • 2010-09-24 → 2017-03-21
    Chandler, AZ
    Pennington, NJ
    Chandler, AZ
    Chandler, AZ
    Gilbert, AZ
    Gilbert, AZ
    Phoenix, AZ
  • 2009-12-09 → 2010-09-27
    Wells Fargo Investments, Llc
    Mesa, AZ
Other Businesses

OBA-106924|OrgNmn:Bruce HD LLC|Org Addr:Gilbert,Arizona,US|OBA Nature:Holds Rental Properties-Inacti|Invst Rel:Y|Title:member|Duties:Basic operations (rent collection) and banking|StrtDt:05-20-10|TotHrs/mon:1|TrdHrs/mon:0|OBA-106921|OrgNmn:Legacy HD, LLC|Org Addr:Mesa,Arizona,US|OBA Nature:Holds Rental Properties |Invst Rel:Y|Title:Partner|Duties:Basic banking and operations support|StrtDt:09-25-15|TotHrs/mon:1|TrdHrs/mon:0|OBA-106877|OrgNmn:Bruce HD Holdings LLC|Org Addr:Gilbert,Arizona,US|OBA Nature:Holds rental property. The bu|Invst Rel:Y|Title:Partner|Duties:Banking transactions |StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-11-24
  • S66 Uniform Combined State Law Examination
    2009-11-24
Designations
Other Names
  • Dustin Joseph Bruce

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