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Alyssa Schoenfeld

Strategic Advisers LLC

North Salt Lake, UT

Salt Lake City, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-12
UT RA APPROVED 2026-08-12
  • TX RA
    APPROVED
    Since 2026-08-12
  • UT RA
    APPROVED
    Since 2026-08-12

Branch Locations

North Salt Lake, UT • United States

279 West South Temple, Salt Lake City, UT 84101-1333 • 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 Brokerage Llc Salt Lake City UT 10/2021 Present
Morgan Stanley South Jordan UT 01/2020 10/2021
Odyssey House Salt Lake City UT 11/2020 03/2021
Discover Products Inc West Valley City UT 07/2015 01/2020
Maurice's Farmington UT 06/2017 06/2018
Kohl's Department Store Inc Centerville UT 09/2016 09/2016
  • 10/2021 → Present
    Fidelity Brokerage Llc
    Salt Lake City, UT
  • 01/2020 → 10/2021
    Morgan Stanley
    South Jordan, UT
  • 11/2020 → 03/2021
    Odyssey House
    Salt Lake City, UT
  • 07/2015 → 01/2020
    Discover Products Inc
    West Valley City, UT
  • 06/2017 → 06/2018
    Maurice's
    Farmington, UT
  • 09/2016 → 09/2016
    Kohl's Department Store Inc
    Centerville, UT
Other Businesses

OBA-122235|OrgNmn:Amazon|Org Addr:North Salt,Utah,US|OBA Nature:Online commerce merchant|Invst Rel:N|Title:Independent Contractor|Duties:Driving to facility to pick up packages, delivering packages to customer's homes/delivery address|StrtDt:|TotHrs/mon:25|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-30
S63 Uniform Securities Agent State Law Examination 2022-02-04
  • S66 Uniform Combined State Law Examination
    2026-07-30
  • S63 Uniform Securities Agent State Law Examination
    2022-02-04
Other Names
  • Alyssa Hanson Butler
  • Alyssa Butler
  • Alyssa Hanson Schoenfeld

View on SEC IAPD

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