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Dallin Phillip Englund

Strategic Advisers LLC

Salt Lake City, UT

Saratoga Springs, 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

Saratoga Springs, 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
Fidelity Investments Salt Lake City UT 08/2022 Present
Boostability Lehi UT 01/2021 08/2022
Mountain America Federal Credit Union Payson UT 05/2019 11/2020
Abc Phones Of North Carolina Pleasant Grove UT 10/2018 03/2019
Reanimate Web Llc Provo UT 01/2018 05/2019
Sprint Telecommunications Orem UT 06/2017 01/2018
Universal Health Services Orem UT 08/2016 05/2017
Utah Valley University Orem UT 01/2015 12/2020
Fidelity Investments Boston MA 03/2025 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-21
  • S66 Uniform Combined State Law Examination
    2022-12-21
Other Names
  • Dallin Phillip Englund
  • Dallin Englund

View on SEC IAPD

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Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
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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