Avery Steele

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

• 05/2021 → 06/2021
  Unemployed
  Spanish Fork, UT
• 01/2024 → 04/2024
  Agent Boost Marketing
  Lehi, UT
• 08/2018 → 05/2019
  Spanish Fork High School
  Spanish Fork, UT
• 03/2018 → 06/2018
  Spanish Fork Parks And Recreation Office
  Spanish Fork, UT
• 01/2025 → Present
  Fidelity Investments
  Salt Lake City, UT
• 05/2018 → 08/2018
  Spanish Fork Golf Club
  Spanish Fork, UT
• 01/2015 → 05/2018
  Spanish Fork Junior High School
  Spanish Fork, UT
• 03/2019 → 03/2020
  Cinemark
  Provo, UT
• 12/2018 → 03/2019
  Two Jack'S Pizza
  Spanish Fork, UT
• 08/2020 → 03/2021
  Total Client Connect
  Lehi, UT
• 04/2024 → 08/2024
  Hotworx
  Draper, UT
• 08/2024 → 01/2025
  Prime Corporate Services
  Murray, UT
• 06/2021 → 12/2023
  Boda Bridal
  Salt Lake City, UT
• 03/2021 → 03/2021
  Bohme
  Salt Lake City, UT
• 06/2019 → 05/2021
  Springville High School
  Springville, UT

Exams

• S66 Uniform Combined State Law Examination
  2026-08-25
• S63 Uniform Securities Agent State Law Examination
  2025-05-16