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Anthony Chipman

Strategic Advisers LLC

Salt Lake City, UT

American Fork, 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

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

American Fork, UT • 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
Doterra International Llc Pleasant Grove UT 02/2015 02/2018
Fidelity Brokerage Services, Llc American Fork UT 02/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2015 → 02/2018
    Doterra International Llc
    Pleasant Grove, UT
  • 02/2018 → Present
    Fidelity Brokerage Services, Llc
    American Fork, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    American Fork, UT
Other Businesses

OBA-94123|OrgNmn:Chipman Centennial Farms|Org Addr:American F,Utah,US|OBA Nature:Selling handmade crafts |Invst Rel:N|Title:Sole Proprietor|Duties:I will be making and selling items |StrtDt:12-01-22|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-27
S63 Uniform Securities Agent State Law Examination 2018-04-02
  • S66 Uniform Combined State Law Examination
    2023-04-27
  • S63 Uniform Securities Agent State Law Examination
    2018-04-02
Other Names
  • Anthony Dre Chipman
  • Dre Chipman
  • A. Dre Chipman
  • Anthony Chipman

View on SEC IAPD

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Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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