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Veronica Rose Montoya

Strategic Advisers LLC

Salt Lake City, UT

South Jordan, 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_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

South Jordan, 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
Ameriprise Financial Services, Inc. Sandy UT 04/2010 11/2018
Fidelity Brokerage Services Salt Lake City UT 11/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2010 → 11/2018
    Ameriprise Financial Services, Inc.
    Sandy, UT
  • 11/2018 → Present
    Fidelity Brokerage Services
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-117020|OrgNmn:Temayo LLC|Org Addr:West Valle,Utah,US|OBA Nature:LLC for rental property|Invst Rel:Y|Title:Owner|Duties:None|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-05-13
S63 Uniform Securities Agent State Law Examination 2006-07-28
  • S66 Uniform Combined State Law Examination
    2011-05-13
  • S63 Uniform Securities Agent State Law Examination
    2006-07-28
Other Names
  • Veronica Diaz
  • Veronica Rose Diaz
  • Veronica R Diaz
  • Veronica R Montoya
  • Veronica Rose Montoya

View on SEC IAPD

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ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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