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Brandon Douglas Meredith

Strategic Advisers LLC

Bluffdale, 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 2025-09-16
UT RA APPROVED 2025-09-16
  • TX RA
    APPROVED
    Since 2025-09-16
  • UT RA
    APPROVED
    Since 2025-09-16

Branch Locations

Bluffdale, 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
Wells Fargo Bank Salt Lake City UT 10/2007 07/2022
Fidelity Investments Salt Lake City UT 07/2022 Present
  • 10/2007 → 07/2022
    Wells Fargo Bank
    Salt Lake City, UT
  • 07/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-12
S63 Uniform Securities Agent State Law Examination 2022-10-05
  • S66 Uniform Combined State Law Examination
    2025-09-12
  • S63 Uniform Securities Agent State Law Examination
    2022-10-05
Other Names
  • Brandon Douglas Meredith
  • Brandon Meredith

View on SEC IAPD

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