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Marcus Shiotani

Strategic Advisers LLC

Saratoga Springs, 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

Saratoga Springs, 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 03/2022 Present
Intermountain Healthcare Provo UT 08/2018 03/2022
Grifols Biomat Taylorsville UT 01/2018 08/2018
Acima Draper UT 11/2017 01/2018
Utah County Fire Spanish Fork UT 04/2017 10/2017
Brio Energy Provo UT 02/2017 10/2017
Papa Johns Pizza Draper UT 01/2017 02/2017
Sunergy Solar Orem UT 10/2016 01/2017
Leaper Provo UT 08/2016 10/2016
Fidelity Investments Boston MA 03/2025 Present
  • 03/2022 → Present
    Fidelity Brokerage Services Llc
    American Fork, UT
  • 08/2018 → 03/2022
    Intermountain Healthcare
    Provo, UT
  • 01/2018 → 08/2018
    Grifols Biomat
    Taylorsville, UT
  • 11/2017 → 01/2018
    Acima
    Draper, UT
  • 04/2017 → 10/2017
    Utah County Fire
    Spanish Fork, UT
  • 02/2017 → 10/2017
    Brio Energy
    Provo, UT
  • 01/2017 → 02/2017
    Papa Johns Pizza
    Draper, UT
  • 10/2016 → 01/2017
    Sunergy Solar
    Orem, UT
  • 08/2016 → 10/2016
    Leaper
    Provo, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    American Fork, UT
Other Businesses

OBA-101663|OrgNmn:OpenDoor Property Management, LLC|Org Addr:Sheridan,Wyoming,US|OBA Nature:Replacing my current company, |Invst Rel:Y|Title:Partner|Duties:Managing property, collecting rents, paying Mortgage and escrows.|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-23
S63 Uniform Securities Agent State Law Examination 2022-08-02
  • S66 Uniform Combined State Law Examination
    2023-06-23
  • S63 Uniform Securities Agent State Law Examination
    2022-08-02
Other Names
  • Marcus William Shiotani
  • Marcus Shiotani

View on SEC IAPD

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