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Benjamin Norman Bradford

Strategic Advisers LLC

Salt Lake City, 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

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

Salt Lake City, 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
Strata Silver/Strata Health U.S. Sandy UT 08/2021 01/2022
Pizza Hut Murray UT 03/2021 05/2021
Strata Silver/Strata Health U.S. Sandy UT 06/2020 08/2021
Vertical Diner Salt Lake City UT 02/2018 07/2019
Alliance Health South Jordan UT 01/2017 04/2017
Unemployed Salt Lake City UT 05/2016 01/2017
Unemployed Salt Lake City UT 04/2017 02/2018
Unemployed Salt Lake City UT 07/2019 06/2020
Fidelity Investments Salt Lake City UT 01/2022 Present
Lyft Salt Lake City UT 03/2017 02/2018
Uber Salt Lake City UT 03/2017 02/2018
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → 01/2022
    Strata Silver/Strata Health U.S.
    Sandy, UT
  • 03/2021 → 05/2021
    Pizza Hut
    Murray, UT
  • 06/2020 → 08/2021
    Strata Silver/Strata Health U.S.
    Sandy, UT
  • 02/2018 → 07/2019
    Vertical Diner
    Salt Lake City, UT
  • 01/2017 → 04/2017
    Alliance Health
    South Jordan, UT
  • 05/2016 → 01/2017
    Unemployed
    Salt Lake City, UT
  • 04/2017 → 02/2018
    Unemployed
    Salt Lake City, UT
  • 07/2019 → 06/2020
    Unemployed
    Salt Lake City, UT
  • 01/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2017 → 02/2018
    Lyft
    Salt Lake City, UT
  • 03/2017 → 02/2018
    Uber
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-09
S63 Uniform Securities Agent State Law Examination 2022-05-09
  • S66 Uniform Combined State Law Examination
    2023-08-09
  • S63 Uniform Securities Agent State Law Examination
    2022-05-09

View on SEC IAPD

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D.A. DAVIDSON & CO.
STRATOS WEALTH PARTNERS, LTD
LPL FINANCIAL LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
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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