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Chase Metcalf

Strategic Advisers LLC

South Jordan, 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

South Jordan, 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
Trudigital Signage Sandy UT 04/2017 01/2018
Brigham Young University Provo UT 02/2012 12/2016
Mills Wealth Management Napa CA 01/2018 09/2019
Utah Jazz Salt Lake City UT 10/2016 05/2017
Fidelity Brokerage Services Llc Salt Lake City UT 12/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2017 → 01/2018
    Trudigital Signage
    Sandy, UT
  • 02/2012 → 12/2016
    Brigham Young University
    Provo, UT
  • 01/2018 → 09/2019
    Mills Wealth Management
    Napa, CA
  • 10/2016 → 05/2017
    Utah Jazz
    Salt Lake City, UT
  • 12/2019 → Present
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-02-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-15
  • S66 Uniform Combined State Law Examination
    2018-06-15
Other Names
  • Chase Stephen Metcalf
  • Chase Metcalf

View on SEC IAPD

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