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Todd Frederick Wakefield

Strategic Advisers LLC

Salt Lake City, UT

Eagle Mountain, UT

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-05-14
  • UT RA
    APPROVED
    Since 2026-05-14

Branch Locations

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

Eagle Mountain, 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
Fidelity Brokerage Services Llc Westlake TX 04/2018 Present
Fidelity Investments Westlake TX 08/2016 04/2018
Fidelity Investments Boston MA 03/2025 Present
  • 04/2018 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 08/2016 → 04/2018
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-03-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Other Businesses

OBA-9593|OrgNmn:Wakefield Photo and Film|Org Addr:Provo,Utah,US|OBA Nature:Photography and Film creation|Invst Rel:N|Title:Owner|Duties:I take pictures and make movies|StrtDt:11-16-17|TotHrs/mon:5|TrdHrs/mon:0|OBA-125541|OrgNmn:DoorDash|Org Addr:Provo,Utah,US|OBA Nature:Deliver food to people|Invst Rel:N|Title:Dasher|Duties:Deliver food to people when I have free time outside of work.|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-19
S63 Uniform Securities Agent State Law Examination 2018-06-18
  • S66 Uniform Combined State Law Examination
    2019-03-19
  • S63 Uniform Securities Agent State Law Examination
    2018-06-18
Other Names
  • Todd Frederick Wakefield
  • Todd Wakefield

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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