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Nicholas Westenskow

Strategic Advisers LLC

American Fork, UT

Salt Lake City, UT

CRD 8243673

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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 2026-07-16
UT RA APPROVED 2026-07-16
  • TX RA
    APPROVED
    Since 2026-07-16
  • UT RA
    APPROVED
    Since 2026-07-16

Branch Locations

American Fork, 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
Jordan School District Herriman UT 04/2014 09/2016
Panda Express Riverton UT 10/2016 04/2017
Xyngular Corporation Lehi UT 02/2021 05/2022
Fidelity Investments Salt Lake City UT 11/2024 Present
Roxberry Juice Riverton UT 06/2017 03/2018
Neogov Draper UT 06/2023 10/2024
Unemployed Provo UT 05/2020 02/2021
Unemployed Herriman UT 05/2017 05/2017
Unemployed Provo UT 12/2022 02/2023
Sadler Homes Construction Saratoga Springs UT 06/2022 12/2022
Boondocks Food & Fun Draper UT 03/2018 05/2020
Kenect Pleasant Grove UT 02/2023 05/2023
  • 04/2014 → 09/2016
    Jordan School District
    Herriman, UT
  • 10/2016 → 04/2017
    Panda Express
    Riverton, UT
  • 02/2021 → 05/2022
    Xyngular Corporation
    Lehi, UT
  • 11/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 06/2017 → 03/2018
    Roxberry Juice
    Riverton, UT
  • 06/2023 → 10/2024
    Neogov
    Draper, UT
  • 05/2020 → 02/2021
    Unemployed
    Provo, UT
  • 05/2017 → 05/2017
    Unemployed
    Herriman, UT
  • 12/2022 → 02/2023
    Unemployed
    Provo, UT
  • 06/2022 → 12/2022
    Sadler Homes Construction
    Saratoga Springs, UT
  • 03/2018 → 05/2020
    Boondocks Food & Fun
    Draper, UT
  • 02/2023 → 05/2023
    Kenect
    Pleasant Grove, UT
Other Businesses

OBA-130973|OrgNmn:Doordash Driver|Org Addr:American F,Utah,US|OBA Nature:I would be working as an indep|Invst Rel:N|Title:Independent Contractor|Duties:Accepting and delivering food orders to people. |StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-09
  • S66 Uniform Combined State Law Examination
    2026-07-09

View on SEC IAPD

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