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Peter W Donnellon

Wells Fargo Clearing Services, LLC

Salt Lake City, UT

Strategic Advisers LLC

Salt Lake City, UT

Bountiful, UT

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Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-18
UT RA APPROVED 2026-03-18
  • TX RA
    APPROVED
    Since 2026-03-18
  • UT RA
    APPROVED
    Since 2026-03-18

Branch Locations

5201 W Amelia Earhart Dr [Slc Rcast], Salt Lake City, UT 84116 • United States

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

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

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
Wells Fargo Advisors, Llc Salt Lake City UT 03/2015 11/2016
Wells Fargo Clearing Services, Llc Salt Lake City UT 11/2016 01/2019
Fidelity Brokerage Services Llc. Salt Lake City UT 01/2019 03/2026
Fidelity Investments Boston MA 03/2025 03/2026
Wells Fargo Clearing Services, Ll Salt Lake City UT 03/2026 Present
  • 03/2015 → 11/2016
    Wells Fargo Advisors, Llc
    Salt Lake City, UT
  • 11/2016 → 01/2019
    Wells Fargo Clearing Services, Llc
    Salt Lake City, UT
  • 01/2019 → 03/2026
    Fidelity Brokerage Services Llc.
    Salt Lake City, UT
  • 03/2025 → 03/2026
    Fidelity Investments
    Boston, MA
  • 03/2026 → Present
    Wells Fargo Clearing Services, Ll
    Salt Lake City, UT
Previous Registrations
  • 2021-01-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2015-04-08 → 2019-01-15
    Wells Fargo Clearing Services, Llc
    Minneapolis, MN
    Salt Lake City, UT
    Minneapolis, MN
  • 2014-10-06 → 2015-02-13
    Edward Jones
    St Louis, MO
    Park City, UT
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-09
  • S66 Uniform Combined State Law Examination
    2014-08-09
Other Names
  • Peter Donnellon
  • Peter William Donnellon

View on SEC IAPD

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UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
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