Ryan Scott Woodhead

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
  American Fork, UT
• 11/2021 → 11/2022
  Total Client Connect
  Lehi, UT
• 05/2021 → 11/2021
  Aptive Enviromental
  Provo, UT
• 05/2020 → 05/2021
  Vivint Smart Home
  Lindon, UT
• 05/2018 → 08/2020
  Church Mission
  Spokane, WA
• 12/2016 → 08/2018
  Village Baker
  Sandy, UT
• 12/2012 → 12/2016
  Family Entertainment Of Utah Llc
  Midvale, UT
• 01/2020 → 01/2022
  Utah Valley University
  Orem, UT
• 08/2014 → 05/2018
  Alta High School
  Sandy, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-02-05 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Sandy, UT
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2025-02-03
• S63 Uniform Securities Agent State Law Examination
  2023-08-14

Other Names

• Ryan Scott Woodhead
• Ryan Woodhead