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Atwood Russell Lewis

Strategic Advisers LLC

Salt Lake City, UT

Provo, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-08-31
TX RA APPROVED 2026-08-27
  • UT RA
    APPROVED
    Since 2026-08-31
  • TX RA
    APPROVED
    Since 2026-08-27

Branch Locations

49 North 400 West, Salt Lake City, UT 84101 • United States

Provo, UT • 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
Frankie'S Pizza Bonney Lake WA 05/2020 05/2021
Byu Library Security Provo UT 09/2024 04/2025
Fidelity Investments Salt Lake City UT 04/2025 Present
Student Buckley WA 02/2015 05/2020
Chick-Fil-A Bonney Lake WA 05/2021 08/2022
Church Mission Ogden UT 08/2022 08/2024
  • 05/2020 → 05/2021
    Frankie'S Pizza
    Bonney Lake, WA
  • 09/2024 → 04/2025
    Byu Library Security
    Provo, UT
  • 04/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 02/2015 → 05/2020
    Student
    Buckley, WA
  • 05/2021 → 08/2022
    Chick-Fil-A
    Bonney Lake, WA
  • 08/2022 → 08/2024
    Church Mission
    Ogden, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-25
S63 Uniform Securities Agent State Law Examination 2025-07-29
  • S66 Uniform Combined State Law Examination
    2026-08-25
  • S63 Uniform Securities Agent State Law Examination
    2025-07-29
Other Names
  • Atwood Lewis

View on SEC IAPD

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Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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