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Mina Eisberg

Strategic Advisers LLC

Salt Lake City, 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_RES 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Salt Lake City, 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
Wells Fargo Clearing Services Llc Salt Lake City UT 09/2017 08/2019
Associate Staffing Salt Lake City UT 09/2017 12/2017
Arup Laboratories Salt Lake City UT 06/2010 09/2017
Cuna Brokerage Services, Inc. Waverly IA 08/2019 02/2020
Cuna Mutual Group Waverly IA 08/2019 02/2020
Fidelity Brokerage Services Llc Salt Lake City UT 03/2020 Present
Snowbasin Ski Resort Huntsville UT 11/2018 03/2019
White Pass Ski Area Naches WA 12/2019 02/2020
Fidelity Investments Boston MA 03/2025 Present
  • 09/2017 → 08/2019
    Wells Fargo Clearing Services Llc
    Salt Lake City, UT
  • 09/2017 → 12/2017
    Associate Staffing
    Salt Lake City, UT
  • 06/2010 → 09/2017
    Arup Laboratories
    Salt Lake City, UT
  • 08/2019 → 02/2020
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 08/2019 → 02/2020
    Cuna Mutual Group
    Waverly, IA
  • 03/2020 → Present
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 11/2018 → 03/2019
    Snowbasin Ski Resort
    Huntsville, UT
  • 12/2019 → 02/2020
    White Pass Ski Area
    Naches, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2019-08-28 → 2020-02-12
    Cuna Brokerage Services, Inc.
    Yakima, WA
  • 2017-12-05 → 2019-08-20
    Wells Fargo Clearing Services, Llc
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-01
  • S66 Uniform Combined State Law Examination
    2017-12-01
Other Names
  • William Furr
  • William Michael Furr
  • Mina Michael Eisberg

View on SEC IAPD

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