Sierra R Marty

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2022 → Present
  Fidelity Investments
  Jacksonville, FL
• 09/2021 → 04/2022
  Salt Lake County District Attorney'S Office
  West Jordan, UT
• 08/2017 → 04/2021
  In-N-Out Burger
  Midvale, UT
• 04/2021 → 09/2021
  Skoubye Nielson & Johansen, Llc
  Holladay, UT
• 01/2017 → 08/2017
  Taco Time
  West Jordan, UT
• 11/2015 → 09/2016
  Platinum Car Wash
  West Jordan, UT
• 04/2016 → 11/2016
  Sizzler
  West Jordan, UT
• 04/2017 → 08/2017
  Kumon Tutoring
  West Jordan, UT
• 08/2017 → 05/2021
  University Of Utah
  Salt Lake City, UT
• 08/2015 → 05/2017
  West Jordan High School
  West Jordan, UT

Other Businesses

OBA-130845|OrgNmn:Indigo Cafe |Org Addr:Ogden ,Utah,US|OBA Nature:Cafe Co Owner |Invst Rel:N|Title:Partner|Duties:Managing employees, managing back end responsibilities, outside of work hours. Invested money to get project off the ground. |StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2025-05-12
• S63 Uniform Securities Agent State Law Examination
  2022-11-08

Other Names

• Sierra Riley Marty