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Letalanoamanu Douglas Storey

Strategic Advisers LLC

Lehi, UT

Salt Lake City, UT

CRD 7401536

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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:

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

Lehi, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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 06/2021 Present
Zions Bank Salt Lake City UT 03/2019 06/2021
Zions Bank Provo UT 10/2017 03/2019
Brent Brown Toyota Orem UT 09/2015 08/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → Present
    Fidelity Investments
    American Fork, UT
  • 03/2019 → 06/2021
    Zions Bank
    Salt Lake City, UT
  • 10/2017 → 03/2019
    Zions Bank
    Provo, UT
  • 09/2015 → 08/2017
    Brent Brown Toyota
    Orem, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-101009|OrgNmn:Springville High School|Org Addr:Springvill,Utah,US|OBA Nature:Assistant Coach|Invst Rel:N|Title:Employee|Duties:Coaching High School age girls in volleyball|StrtDt:|TotHrs/mon:50|TrdHrs/mon:0|OBA-115052|OrgNmn:Elevate Athletics|Org Addr:Lindon,Utah,US|OBA Nature:Volleyball Club|Invst Rel:N|Title:Coach|Duties:Coaching|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-04
  • S66 Uniform Combined State Law Examination
    2022-01-04
Other Names
  • Letalanoamanu Douglas Storey
  • Manu Storey
  • Letalanoamanu Storey

View on SEC IAPD

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