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

Branch Locations

West Bountiful, 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 Investments Salt Lake City UT 08/2010 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2010 → Present
    Fidelity Investments
    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
    West Bountiful, UT
  • 2012-05-21 → 2018-07-13
    Salt Lake City, UT
    Camas, WA
    West Bountiful, UT
    North Salt Lake, UT
Other Businesses

OBA-10126|OrgNmn:Forest Home Construction LLC|Org Addr:West Bount,Utah,US|OBA Nature:Real Estate Construction|Invst Rel:Y|Title:Partner|Duties:Oversight and general labor|StrtDt:07-02-18|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-05-19
S63 Uniform Securities Agent State Law Examination 2010-11-08
  • S66 Uniform Combined State Law Examination
    2012-05-19
  • S63 Uniform Securities Agent State Law Examination
    2010-11-08
Other Names
  • Brady Hunsaker
  • Brady Keith Hunsaker

View on SEC IAPD

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