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Charles J Larsen

Strategic Advisers LLC

Salt Lake City, UT

North Salt Lake, 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

North Salt Lake, 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 Salt Lake City UT 01/2023 Present
University Of Utah Salt Lake City UT 08/2018 12/2022
Loop (Formerly Obindo) Salt Lake City UT 05/2022 10/2022
Officemax Salt Lake City UT 06/2019 03/2020
Twin Falls Municipal Golf Course Twin Falls ID 05/2018 08/2018
Filer High School Filer ID 09/2014 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 01/2023 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 08/2018 → 12/2022
    University Of Utah
    Salt Lake City, UT
  • 05/2022 → 10/2022
    Loop (Formerly Obindo)
    Salt Lake City, UT
  • 06/2019 → 03/2020
    Officemax
    Salt Lake City, UT
  • 05/2018 → 08/2018
    Twin Falls Municipal Golf Course
    Twin Falls, ID
  • 09/2014 → 05/2018
    Filer High School
    Filer, ID
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-22
S63 Uniform Securities Agent State Law Examination 2023-05-09
  • S66 Uniform Combined State Law Examination
    2024-02-22
  • S63 Uniform Securities Agent State Law Examination
    2023-05-09
Other Names
  • Cj Larsen
  • Charles Larsen
  • Charles Justin Larsen

View on SEC IAPD

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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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