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Amber Schwendiman

Strategic Advisers LLC

Salt Lake City, 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 2025-03-31
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

Salt Lake City, 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
America First Credit Union Salt Lake City UT 03/2021 07/2022
Costco Salt Lake City UT 09/2020 03/2021
Brigham Young University Rexburg ID 01/2020 04/2020
Johnson Family Omaha NE 09/2018 12/2019
Elkhorn Kids Campus Omaha NE 08/2019 12/2019
The Church Of Jesus Christ Of Latter Day Saints Ogden UT 04/2017 10/2018
Brigham Young Univerisity Rexburg UT 09/2016 04/2017
Ssi Rexburg ID 09/2016 10/2016
Fidelity Investments Salt Lake City UT 01/2023 06/2024
Schwedniman Family Salt Lake City UT 08/2020 09/2020
Adams Family Omaha NE 06/2020 09/2020
Fidelity Investments Salt Lake City UT 07/2022 01/2023
Fidelity Investments Salt Lake City UT 06/2024 Present
Lowes Omaha NE 04/2020 08/2020
Fidelity Investments Boston MA 03/2025 Present
  • 03/2021 → 07/2022
    America First Credit Union
    Salt Lake City, UT
  • 09/2020 → 03/2021
    Costco
    Salt Lake City, UT
  • 01/2020 → 04/2020
    Brigham Young University
    Rexburg, ID
  • 09/2018 → 12/2019
    Johnson Family
    Omaha, NE
  • 08/2019 → 12/2019
    Elkhorn Kids Campus
    Omaha, NE
  • 04/2017 → 10/2018
    The Church Of Jesus Christ Of Latter Day Saints
    Ogden, UT
  • 09/2016 → 04/2017
    Brigham Young Univerisity
    Rexburg, UT
  • 09/2016 → 10/2016
    Ssi
    Rexburg, ID
  • 01/2023 → 06/2024
    Fidelity Investments
    Salt Lake City, UT
  • 08/2020 → 09/2020
    Schwedniman Family
    Salt Lake City, UT
  • 06/2020 → 09/2020
    Adams Family
    Omaha, NE
  • 07/2022 → 01/2023
    Fidelity Investments
    Salt Lake City, UT
  • 06/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 04/2020 → 08/2020
    Lowes
    Omaha, NE
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-07
  • S66 Uniform Combined State Law Examination
    2024-10-07
Other Names
  • Amber Lynn Schwendiman
  • Amber Schwendiman

View on SEC IAPD

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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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