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Grace Waite

Strategic Advisers LLC

Salt Lake City, UT

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

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

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 Investments American Fork UT 05/2022 Present
Peoples Bank Everson WA 06/2021 04/2022
Self Employed American Fork UT 04/2014 04/2022
Self Employed Ontario CA 02/2008 09/2021
The Beauty Bar Ontario CA 03/2020 09/2020
Ontario Montclair School District Ontario CA 11/2015 01/2019
Self Employed Ontario CA 06/2016 01/2018
Fidelity Investments Boston MA 03/2025 Present
  • 05/2022 → Present
    Fidelity Investments
    American Fork, UT
  • 06/2021 → 04/2022
    Peoples Bank
    Everson, WA
  • 04/2014 → 04/2022
    Self Employed
    American Fork, UT
  • 02/2008 → 09/2021
    Self Employed
    Ontario, CA
  • 03/2020 → 09/2020
    The Beauty Bar
    Ontario, CA
  • 11/2015 → 01/2019
    Ontario Montclair School District
    Ontario, CA
  • 06/2016 → 01/2018
    Self Employed
    Ontario, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    American Fork, UT
Other Businesses

OBA-68824|OrgNmn:Bella + Co|Org Addr:Eagle Moun,Utah,US|OBA Nature:I provide nail and makeup serv|Invst Rel:N|Title:Sole Proprietor|Duties:None, it is a hobby/side job for me. My day job take priority.|StrtDt:10-13-14|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-27
  • S66 Uniform Combined State Law Examination
    2022-09-27
Other Names
  • Grace Anacarolyn Waite
  • Grace Waite

View on SEC IAPD

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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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