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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

Magna, 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 Investments Salt Lake City UT 06/2022 Present
Cyprus Credit Union West Valley City UT 03/2020 05/2022
The Church Of Jesus Christ Of Latter-Day Saints Spokane WA 02/2018 02/2020
Cyprus Credit Union Taylorsville UT 01/2017 01/2018
Southern Virginia University Buena Visa VA 06/2016 12/2016
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2020 → 05/2022
    Cyprus Credit Union
    West Valley City, UT
  • 02/2018 → 02/2020
    The Church Of Jesus Christ Of Latter-Day Saints
    Spokane, WA
  • 01/2017 → 01/2018
    Cyprus Credit Union
    Taylorsville, UT
  • 06/2016 → 12/2016
    Southern Virginia University
    Buena Visa, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-06
  • S66 Uniform Combined State Law Examination
    2023-02-06
Other Names
  • Shay Steven Reid
  • Shay Reid

View on SEC IAPD

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