Dallin Phillip Englund

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2022 → Present
  Fidelity Investments
  Salt Lake City, UT
• 01/2021 → 08/2022
  Boostability
  Lehi, UT
• 05/2019 → 11/2020
  Mountain America Federal Credit Union
  Payson, UT
• 10/2018 → 03/2019
  Abc Phones Of North Carolina
  Pleasant Grove, UT
• 01/2018 → 05/2019
  Reanimate Web Llc
  Provo, UT
• 06/2017 → 01/2018
  Sprint Telecommunications
  Orem, UT
• 08/2016 → 05/2017
  Universal Health Services
  Orem, UT
• 01/2015 → 12/2020
  Utah Valley University
  Orem, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-01-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2022-12-21

Other Names

• Dallin Phillip Englund
• Dallin Englund