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Mary Catherine Friedheim

Strategic Advisers LLC

Holladay, 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_RES 2025-10-14
UT RA APPROVED 2025-10-14
  • TX RA
    APPROVED_RES
    Since 2025-10-14
  • UT RA
    APPROVED
    Since 2025-10-14

Branch Locations

Holladay, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Salt Lake City UT 10/2022 Present
Ico Multifamily Property Management Lehi UT 10/2021 04/2022
Unemployed Salt Lake City UT 05/2022 10/2022
Apartment Management Consultants Salt Lake City UT 08/2017 09/2021
Melange Inc Salt Lake City UT 12/2016 12/2017
Le Crossaint Salt Lake City UT 10/2017 10/2017
Unemployed Slc UT 01/2016 12/2016
  • 10/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 10/2021 → 04/2022
    Ico Multifamily Property Management
    Lehi, UT
  • 05/2022 → 10/2022
    Unemployed
    Salt Lake City, UT
  • 08/2017 → 09/2021
    Apartment Management Consultants
    Salt Lake City, UT
  • 12/2016 → 12/2017
    Melange Inc
    Salt Lake City, UT
  • 10/2017 → 10/2017
    Le Crossaint
    Salt Lake City, UT
  • 01/2016 → 12/2016
    Unemployed
    Slc, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-09
S63 Uniform Securities Agent State Law Examination 2023-03-11
  • S66 Uniform Combined State Law Examination
    2025-10-09
  • S63 Uniform Securities Agent State Law Examination
    2023-03-11
Other Names
  • Mary Catherine Friedheim
  • Mary Friedheim

View on SEC IAPD

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