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Gabriel Da Silva Carvalho

Strategic Advisers LLC

South Jordan, UT

Salt Lake City, 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

South Jordan, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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
Morgan Stanley South Jordan UT 05/2015 01/2017
Morgan Stanley Private Bank, National Association New York NY 07/2015 01/2017
Wells Fargo Clearing Services Llc Salt Lake City UT 08/2017 12/2018
Moria Development, Inc. Dba Peoples Mortgage Company Murray UT 01/2017 08/2017
Fidelity Brokerage Services Llc Salt Lake City UT 01/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → 01/2017
    Morgan Stanley
    South Jordan, UT
  • 07/2015 → 01/2017
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 08/2017 → 12/2018
    Wells Fargo Clearing Services Llc
    Salt Lake City, UT
  • 01/2017 → 08/2017
    Moria Development, Inc. Dba Peoples Mortgage Company
    Murray, UT
  • 01/2019 → Present
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-113858|OrgNmn:Partime Bookeeper|Org Addr:South Jord,Utah,US|OBA Nature:Part time remote Bookeeper|Invst Rel:N|Title:Sole Proprietor|Duties:Recording all financial transactions for a small businesses. excluding the financial services industry. I will be recording and organizing th|StrtDt:10-28-24|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-30
S63 Uniform Securities Agent State Law Examination 2013-08-06
  • S66 Uniform Combined State Law Examination
    2015-06-30
  • S63 Uniform Securities Agent State Law Examination
    2013-08-06
Other Names
  • Gabriel D Carvalho
  • Gabriel Carvalho

View on SEC IAPD

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