Best Investors Account Sign in

Max T. Gledhill

Strategic Advisers LLC

Salt Lake City, UT

Highland, UT

Claim This Profile
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

Highland, 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 01/2023 Present
Backyard Greens Lindon UT 06/2022 11/2022
Veritas Funding Lehi UT 08/2021 06/2022
Romex Pest Control Plano TX 05/2021 08/2021
Central Bank Orem UT 12/2019 05/2021
Utah Valley Turf Lehi UT 05/2020 06/2020
First Home Bank Orem UT 11/2019 11/2019
Backyard Greens Lindon UT 05/2019 11/2019
Church Of Jesus Christ Of Latter Day Saints Lima 12/2016 11/2018
Security National Mortgage South Jordan UT 07/2016 12/2016
Utah Valley University Orem UT 01/2019 12/2022
Unemployed Highland UT 01/2019 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 01/2023 → Present
    Fidelity Investments
    American Fork, UT
  • 06/2022 → 11/2022
    Backyard Greens
    Lindon, UT
  • 08/2021 → 06/2022
    Veritas Funding
    Lehi, UT
  • 05/2021 → 08/2021
    Romex Pest Control
    Plano, TX
  • 12/2019 → 05/2021
    Central Bank
    Orem, UT
  • 05/2020 → 06/2020
    Utah Valley Turf
    Lehi, UT
  • 11/2019 → 11/2019
    First Home Bank
    Orem, UT
  • 05/2019 → 11/2019
    Backyard Greens
    Lindon, UT
  • 12/2016 → 11/2018
    Church Of Jesus Christ Of Latter Day Saints
    Lima
  • 07/2016 → 12/2016
    Security National Mortgage
    South Jordan, UT
  • 01/2019 → 12/2022
    Utah Valley University
    Orem, UT
  • 01/2019 → 05/2019
    Unemployed
    Highland, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-19
S63 Uniform Securities Agent State Law Examination 2023-05-12
  • S66 Uniform Combined State Law Examination
    2024-01-19
  • S63 Uniform Securities Agent State Law Examination
    2023-05-12
Other Names
  • Max Thomas Gledhill
  • Max Gledhill

View on SEC IAPD

Other Firms

RUN VENTURES
LEP MANAGEMENT LLC
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES & ASSOCIATES, INC.
D.A. DAVIDSON & CO.
STRATOS WEALTH PARTNERS, LTD
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

More in Salt Lake City, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor