Best Investors Account Sign in

Benjamin Dunn

Strategic Advisers LLC

Sandy, UT

Salt Lake City, UT

Claim This Profile
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

Sandy, 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 American Fork UT 09/2022 Present
Veterans Affairs Medical Center Salt Lake City UT 10/2021 09/2022
One Mand Band Of Lehi Lehi UT 06/2021 10/2021
Texas Roadhouse Durham NC 05/2021 05/2021
Avis Budget Car Rental Llc Durham NC 04/2021 05/2021
Starbucks Coffee Company Clinton UT 02/2020 04/2021
Education At Work Salt Lake UT 08/2019 02/2020
Finish Guys Incorporated Heber UT 10/2018 08/2019
White Knight Construction Inc Saratoga Springs UT 09/2016 10/2018
Protection One Security Solutions Lawrence KS 02/2016 09/2016
Salt Lake Community College Taylorsville UT 01/2015 08/2018
Weber State University Ogden UT 01/2019 12/2020
Fidelity Investments Boston MA 03/2025 Present
  • 09/2022 → Present
    Fidelity Investments
    American Fork, UT
  • 10/2021 → 09/2022
    Veterans Affairs Medical Center
    Salt Lake City, UT
  • 06/2021 → 10/2021
    One Mand Band Of Lehi
    Lehi, UT
  • 05/2021 → 05/2021
    Texas Roadhouse
    Durham, NC
  • 04/2021 → 05/2021
    Avis Budget Car Rental Llc
    Durham, NC
  • 02/2020 → 04/2021
    Starbucks Coffee Company
    Clinton, UT
  • 08/2019 → 02/2020
    Education At Work
    Salt Lake, UT
  • 10/2018 → 08/2019
    Finish Guys Incorporated
    Heber, UT
  • 09/2016 → 10/2018
    White Knight Construction Inc
    Saratoga Springs, UT
  • 02/2016 → 09/2016
    Protection One Security Solutions
    Lawrence, KS
  • 01/2015 → 08/2018
    Salt Lake Community College
    Taylorsville, UT
  • 01/2019 → 12/2020
    Weber State University
    Ogden, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-12
S63 Uniform Securities Agent State Law Examination 2023-02-10
  • S66 Uniform Combined State Law Examination
    2023-10-12
  • S63 Uniform Securities Agent State Law Examination
    2023-02-10
Other Names
  • Benjamin Dunn
  • Benjamin Aaron Dunn

View on SEC IAPD

More in Sandy, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor