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Nathan Allen Beaumont

Strategic Advisers LLC

Salt Lake City, UT

Vineyard, 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

Vineyard, 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 American Fork UT 12/2022 Present
Utah Tech University St. George UT 02/2022 09/2022
Dixie State University St. George UT 09/2021 10/2021
Vector Marketing St. George UT 12/2020 11/2022
Online Trading Academy Scottsdale AZ 05/2020 08/2020
Unemployed Washington UT 08/2020 12/2020
Elite Marketing Group Salt Lake City UT 06/2019 03/2020
Unemployed West Valley UT 03/2020 05/2020
America First Credit Union West Jordan UT 08/2018 06/2019
Unemployed West Jordan UT 06/2016 08/2018
University Of Utah Salt Lake City UT 08/2018 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 12/2022 → Present
    Fidelity Investments
    American Fork, UT
  • 02/2022 → 09/2022
    Utah Tech University
    St. George, UT
  • 09/2021 → 10/2021
    Dixie State University
    St. George, UT
  • 12/2020 → 11/2022
    Vector Marketing
    St. George, UT
  • 05/2020 → 08/2020
    Online Trading Academy
    Scottsdale, AZ
  • 08/2020 → 12/2020
    Unemployed
    Washington, UT
  • 06/2019 → 03/2020
    Elite Marketing Group
    Salt Lake City, UT
  • 03/2020 → 05/2020
    Unemployed
    West Valley, UT
  • 08/2018 → 06/2019
    America First Credit Union
    West Jordan, UT
  • 06/2016 → 08/2018
    Unemployed
    West Jordan, UT
  • 08/2018 → 05/2020
    University Of Utah
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-12-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-94370|OrgNmn:Vector Marketing|Org Addr:Vineyard,Utah,US|OBA Nature:Selling Cutco Kitchen Products|Invst Rel:N|Title:Independent Contractor|Duties:Selling and promoting Cutco products to interested consumers|StrtDt:12-02-20|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-22
S63 Uniform Securities Agent State Law Examination 2023-04-04
  • S66 Uniform Combined State Law Examination
    2023-11-22
  • S63 Uniform Securities Agent State Law Examination
    2023-04-04
Other Names
  • Nathan Allen Beaumont
  • Nathan Beaumont

View on SEC IAPD

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LPL FINANCIAL LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

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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