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Steven J Hansen

Strategic Advisers LLC

American Fork, UT

Salt Lake City, UT

CRD 6394738

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

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

American Fork, 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
Fidelity Brokerage Services Llc American Fork UT 09/2014 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2014 → Present
    Fidelity Brokerage Services Llc
    American Fork, 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
    Salt Lake City, UT
    American Fork, UT
  • 2016-07-26 → 2018-07-13
    Strategic Advisers Llc
    Salt Lake City, UT
Other Businesses

OBA-114385|OrgNmn:Amazon Flex|Org Addr:American F,Utah,US|OBA Nature:Independent contracting with A|Invst Rel:N|Title:Independent Contractor|Duties:Voluntarily signing up for package delivery blocks via Amazon Flex App. |StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-07
S63 Uniform Securities Agent State Law Examination 2014-10-27
  • S66 Uniform Combined State Law Examination
    2016-07-07
  • S63 Uniform Securities Agent State Law Examination
    2014-10-27
Other Names
  • Steven James Hansen

View on SEC IAPD

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