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Conner Sorensen

Strategic Advisers LLC

Eagle Mountain, 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

Eagle Mountain, 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 12/2022 Present
Alliance Laundry Equipment Salt Lake City UT 07/2021 10/2022
Kim Pierce Masonry Inc Spanish Fork UT 05/2021 07/2021
Firstdigital Telecommunications Salt Lake City UT 09/2020 05/2021
Utah Community Credit Union Provo UT 02/2019 08/2020
Salem Hills High School Salem UT 08/2019 10/2019
Utah Valley University Bookstore Orem UT 08/2018 01/2019
Xcite Satelite Provo UT 05/2018 08/2018
Rocky Mountain Atv Payson UT 01/2019 02/2019
Salem Jr. High School Salem UT 11/2020 02/2021
Unemployed Salem UT 02/2016 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 12/2022 → Present
    Fidelity Investments
    American Fork, UT
  • 07/2021 → 10/2022
    Alliance Laundry Equipment
    Salt Lake City, UT
  • 05/2021 → 07/2021
    Kim Pierce Masonry Inc
    Spanish Fork, UT
  • 09/2020 → 05/2021
    Firstdigital Telecommunications
    Salt Lake City, UT
  • 02/2019 → 08/2020
    Utah Community Credit Union
    Provo, UT
  • 08/2019 → 10/2019
    Salem Hills High School
    Salem, UT
  • 08/2018 → 01/2019
    Utah Valley University Bookstore
    Orem, UT
  • 05/2018 → 08/2018
    Xcite Satelite
    Provo, UT
  • 01/2019 → 02/2019
    Rocky Mountain Atv
    Payson, UT
  • 11/2020 → 02/2021
    Salem Jr. High School
    Salem, UT
  • 02/2016 → 05/2018
    Unemployed
    Salem, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-29
S63 Uniform Securities Agent State Law Examination 2023-04-04
  • S66 Uniform Combined State Law Examination
    2023-11-29
  • S63 Uniform Securities Agent State Law Examination
    2023-04-04
Other Names
  • Conner Linden Sorensen
  • Conner Sorensen

View on SEC IAPD

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