Fernando Cortez

Strategic Advisers LLC

Salt Lake City, UT

Claim This Profile

Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
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

Millcreek, 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

Organization	City	State	From	To
Fidelity Investments	Salt Lake City	UT	06/2022	Present
Full-Time Student	Salt Lake City	UT	10/2021	05/2022
Education At Work	Salt Lake City	UT	01/2021	09/2021
Suazo Business Center	Salt Lake City	UT	01/2021	05/2021
Documart	Salt Lake City	UT	08/2016	08/2017
Full-Time Student	Salt Lake City	UT	08/2017	01/2021
Fidelity Investments	Boston	MA	03/2025	Present

06/2022 → Present

Fidelity Investments

Salt Lake City, UT
10/2021 → 05/2022

Full-Time Student

Salt Lake City, UT
01/2021 → 09/2021

Education At Work

Salt Lake City, UT
01/2021 → 05/2021

Suazo Business Center

Salt Lake City, UT
08/2016 → 08/2017

Documart

Salt Lake City, UT
08/2017 → 01/2021

Full-Time Student

Salt Lake City, UT
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-11-22 → 2025-03-31

Fidelity Personal And Workplace Advisors

Salt Lake City, UT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-10-24

S66 Uniform Combined State Law Examination

2022-10-24

View on SEC IAPD

More in Millcreek, UT

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor