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Ryan Van Stone

Strategic Advisers LLC

Taylorsville, 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 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Taylorsville, 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
E*Trade Securities Llc Sandy UT 11/2016 11/2019
Varian Medical Systems West Valley City UT 08/2014 11/2016
Tgif West Valley City UT 06/2015 11/2016
E*Trade Capital Management Llc Sandy UT 10/2019 11/2019
E*Trade Securities Llc Sandy UT 11/2019 11/2023
E*Trade Capital Management Llc Sandy UT 11/2019 11/2023
Morgan Stanley Sandy UT 01/2023 11/2023
Morgan Stanley Sandy UT 09/2023 11/2023
Fidelity Investments Salt Lake City UT 01/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2016 → 11/2019
    E*Trade Securities Llc
    Sandy, UT
  • 08/2014 → 11/2016
    Varian Medical Systems
    West Valley City, UT
  • 06/2015 → 11/2016
    Tgif
    West Valley City, UT
  • 10/2019 → 11/2019
    E*Trade Capital Management Llc
    Sandy, UT
  • 11/2019 → 11/2023
    E*Trade Securities Llc
    Sandy, UT
  • 11/2019 → 11/2023
    E*Trade Capital Management Llc
    Sandy, UT
  • 01/2023 → 11/2023
    Morgan Stanley
    Sandy, UT
  • 09/2023 → 11/2023
    Morgan Stanley
    Sandy, UT
  • 01/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2023-01-12 → 2023-12-13
    Morgan Stanley
    Sandy, UT
  • 2019-11-25 → 2023-09-05
    Harrisdirect Llc
    Arlington, VA
    Sandy, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-22
S63 Uniform Securities Agent State Law Examination 2016-12-27
  • S66 Uniform Combined State Law Examination
    2019-11-22
  • S63 Uniform Securities Agent State Law Examination
    2016-12-27

View on SEC IAPD

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