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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

West Jordan, UT • United States

279 West South Temple, Salt Lake City, UT 84101-1333 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lisa Hill-Millar, Owner Salt Lake City UT 03/2009 07/2018
Td Ameritrade, Inc Salt Lake City UT 05/2016 01/2021
Jpmorgan Chase Bank, N.A. Salt Lake City UT 03/2021 06/2021
Td Ameritrade Investment Management, Llc Salt Lake City UT 06/2016 12/2020
Wells Fargo Advisors Salt Lake City UT 12/2021 02/2022
Fidelity Investments Salt Lake City UT 02/2022 Present
Unemployed Salt Lake City UT 06/2021 12/2021
Fidelity Investments Boston MA 03/2025 Present
  • 03/2009 → 07/2018
    Lisa Hill-Millar, Owner
    Salt Lake City, UT
  • 05/2016 → 01/2021
    Td Ameritrade, Inc
    Salt Lake City, UT
  • 03/2021 → 06/2021
    Jpmorgan Chase Bank, N.A.
    Salt Lake City, UT
  • 06/2016 → 12/2020
    Td Ameritrade Investment Management, Llc
    Salt Lake City, UT
  • 12/2021 → 02/2022
    Wells Fargo Advisors
    Salt Lake City, UT
  • 02/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 06/2021 → 12/2021
    Unemployed
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2021-04-26 → 2021-07-01
    Salt Lake City, UT
  • 2016-06-10 → 2021-01-11
    Td Ameritrade, Inc.
    Salt Lake City, UT
    Cottonwood Heights, UT
  • 2016-06-10 → 2020-12-31
    Td Ameritrade Investment Management, Llc
    Salt Lake City, UT
  • 2015-01-21 → 2015-12-31
    So. Jordan, UT
  • 2013-04-17 → 2014-11-24
    Waddell & Reed
    Clearfield, UT
  • 2012-05-08 → 2013-04-08
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-05-04
S63 Uniform Securities Agent State Law Examination 2011-02-04
  • S66 Uniform Combined State Law Examination
    2012-05-04
  • S63 Uniform Securities Agent State Law Examination
    2011-02-04
Other Names
  • Lisa D Hill
  • Lisa Hill
  • Lisa Hill-Millar
  • Lisa Hill
  • Lisa Dawn Hill
  • Lisa Dawn Hill-Millar
  • Lisa Hill-Millar
  • Lisa Millar
  • Lisa Hill
  • Lisa Dawn Hill-Millar
  • Lisa D Hill-Millar

View on SEC IAPD

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