Mathis Burton

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2023 → Present
  Fidelity Investments
  Salt Lake City, UT
• 08/2022 → 12/2022
  R1 Rcm
  Ogden, UT
• 06/2022 → 07/2022
  Accel Financial Partners
  Riverdale, UT
• 03/2022 → 06/2022
  Goinsurewise
  Sandy, UT
• 12/2021 → 03/2022
  Snowbasin Resort
  Eden, UT
• 06/2021 → 07/2021
  American Home Care Systems
  North Salt Lake, UT
• 06/2021 → 08/2021
  Snowy Range Home Care Systems
  Layton, UT
• 08/2021 → 12/2021
  Unemployed
  Riverdale, UT
• 06/2019 → 06/2021
  Church Of Jesus Christ Of Latter-Day Saints
  London
• 03/2019 → 06/2019
  Unemployed
  Riverdale, UT
• 11/2018 → 03/2019
  Premier Cleaning Services
  Riverdale, UT
• 08/2017 → 11/2018
  Unemployer
  Riverdale, UT
• 06/2017 → 08/2017
  Schneiter'S Riverside Golf
  Riverdale, UT
• 08/2012 → 06/2017
  Unemployed
  Riverdale, UT
• 09/2021 → 01/2023
  Weber State University
  Ogden, UT
• 08/2015 → 05/2018
  Bonneville High School
  Washington Terrace, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-01-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2023-12-20
• S63 Uniform Securities Agent State Law Examination
  2023-05-09