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Ashlee Garn

Strategic Advisers LLC

Eagle Mountain, 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

Eagle Mountain, 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 Brokerage Services, Llc Salt Lake City UT 04/2006 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2006 → Present
    Fidelity Brokerage Services, Llc
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-01-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Eagle Mountain, UT
Other Businesses

OBA-104770|OrgNmn:Cedar Valley High School|Org Addr:Eagle Moun,Utah,US|OBA Nature:Softball assistant coach|Invst Rel:N|Title:JV Softball Coach|Duties:Coaching the practices and games for the JV softball team|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-10
S63 Uniform Securities Agent State Law Examination 2006-08-07
  • S66 Uniform Combined State Law Examination
    2020-01-10
  • S63 Uniform Securities Agent State Law Examination
    2006-08-07
Other Names
  • Ashlee Lightfoot
  • Ashlee Garn
  • Ashlee Lightfoot Garn

View on SEC IAPD

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