Lydia Nichole Parkinson

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

• 03/2020 → 01/2023
  Jolleys Pharmacy
  Salt Lake City, UT
• 12/2018 → 01/2020
  Flagstaff Snow Park
  Flagstaff, AZ
• 05/2016 → 08/2017
  Subway
  Flagstaff, AZ
• 05/2022 → 08/2022
  Brandsafway
  West Jordan, UT
• 09/2014 → 06/2018
  Flagstaff High School
  Flagstaff, AZ
• 08/2018 → 12/2022
  Westminster College
  Salt Lake City, UT
• 01/2023 → Present
  Fidelity
  Salt Lake City, UT
• 06/2018 → 08/2018
  Fratelli Pizza
  Flagstaff, AZ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-06-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Other Businesses

OBA-95830|OrgNmn:Jolleys Pharmacy|Org Addr:Salt Lake ,Utah,US|OBA Nature:Pharmacy|Invst Rel:N|Title:Employee|Duties:part-time job only on saturdays where i am employed to be a pharmacy technician|StrtDt:03-17-20|TotHrs/mon:16|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2023-05-23

Other Names

• Lydia Nichole Parkinson
• Lydia Parkinson