Bryton Simons

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

• 05/2026 → Present
  Fidelity Investments
  Salt Lake City, UT
• 01/2024 → 04/2026
  Nrg/Vivint
  Provo, UT
• 09/2022 → 10/2023
  Door Dash
  San Francisco, CA
• 03/2021 → 09/2024
  Salt Lake County
  Salt Lake City, UT
• 11/2025 → 04/2026
  Education At Work
  Salt Lake City, UT
• 11/2015 → 02/2021
  Unemployed
  Salt Lake City, UT
• 05/2023 → 01/2025
  Wasatch Front Fish Market
  Salt Lake City, UT
• 08/2022 → 05/2026
  University Of Utah
  Salt Lake City, UT

Other Businesses

OBA-130037|OrgNmn:Vivint/NRG|Org Addr:Provo,Utah,US|OBA Nature:Was a licensed home security s|Invst Rel:N|Title:Sales Manager|Duties:There are no duties or obligations, it would all be voluntary. |StrtDt:05-11-26|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2026-07-13