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Andrew Chase Petersen

Strategic Advisers LLC

Spanish Fork, 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

Spanish Fork, 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
Highland High School Salt Lake City UT 08/2012 06/2017
Larry H Miller Ticket Sales Salt Lake City UT 08/2014 10/2017
Glens Polish And Paint Salt Lake City UT 08/2016 09/2017
Vancouver Washington Mission Vancouver WA 11/2017 11/2019
Towne Park Valet Salt Lake City UT 11/2019 03/2020
Go Solar Group Salt Lake City UT 03/2020 08/2020
Dhl Salt Lake City UT 02/2020 11/2020
Wells Fargo Bank Salt Lake City UT 11/2020 10/2022
Fidelity Investments Salt Lake City UT 10/2022 Present
University Of Utah Salt Lake City UT 01/2020 05/2020
Salt Lake Community College Salt Lake City UT 08/2020 05/2021
Fidelity Investments Boston MA 03/2025 Present
  • 08/2012 → 06/2017
    Highland High School
    Salt Lake City, UT
  • 08/2014 → 10/2017
    Larry H Miller Ticket Sales
    Salt Lake City, UT
  • 08/2016 → 09/2017
    Glens Polish And Paint
    Salt Lake City, UT
  • 11/2017 → 11/2019
    Vancouver Washington Mission
    Vancouver, WA
  • 11/2019 → 03/2020
    Towne Park Valet
    Salt Lake City, UT
  • 03/2020 → 08/2020
    Go Solar Group
    Salt Lake City, UT
  • 02/2020 → 11/2020
    Dhl
    Salt Lake City, UT
  • 11/2020 → 10/2022
    Wells Fargo Bank
    Salt Lake City, UT
  • 10/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 01/2020 → 05/2020
    University Of Utah
    Salt Lake City, UT
  • 08/2020 → 05/2021
    Salt Lake Community College
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
    Spanish Fork, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-10
S63 Uniform Securities Agent State Law Examination 2023-05-02
  • S66 Uniform Combined State Law Examination
    2024-08-10
  • S63 Uniform Securities Agent State Law Examination
    2023-05-02
Other Names
  • Andrew C Petersen
  • Chase Petersen
  • Andrew Petersen

View on SEC IAPD

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