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Brandon Akau

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 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

Salt Lake City, 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
E*Trade Securities Llc Sandy UT 04/2018 10/2018
Brigham Young University Provo UT 08/2013 04/2018
Shop Stevie Vineyard UT 06/2017 03/2018
E*Trade Securities Llc Sandy UT 10/2018 12/2018
Freeplay App Lehi UT 12/2018 07/2019
Unemployed Provo UT 07/2019 03/2020
Gohealth Lindon UT 03/2020 06/2020
Fidelity Investment Salt Lake City UT 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2018 → 10/2018
    E*Trade Securities Llc
    Sandy, UT
  • 08/2013 → 04/2018
    Brigham Young University
    Provo, UT
  • 06/2017 → 03/2018
    Shop Stevie
    Vineyard, UT
  • 10/2018 → 12/2018
    E*Trade Securities Llc
    Sandy, UT
  • 12/2018 → 07/2019
    Freeplay App
    Lehi, UT
  • 07/2019 → 03/2020
    Unemployed
    Provo, UT
  • 03/2020 → 06/2020
    Gohealth
    Lindon, UT
  • 06/2020 → Present
    Fidelity Investment
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-129290|OrgNmn:Live MAS Holdings LLC|Org Addr:Holladay,Utah,US|OBA Nature:Digital Marketing|Invst Rel:N|Title:Partner|Duties:I will be assisting with my cousin in creating websites with clients he prospects for. Along with that I would be helping these clients with a|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-07
S63 Uniform Securities Agent State Law Examination 2018-06-21
  • S66 Uniform Combined State Law Examination
    2023-08-07
  • S63 Uniform Securities Agent State Law Examination
    2018-06-21
Other Names
  • Brandon Hoola Akau
  • Brandon Akau

View on SEC IAPD

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LEP MANAGEMENT LLC
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES & ASSOCIATES, INC.
D.A. DAVIDSON & CO.
STRATOS WEALTH PARTNERS, LTD
LPL FINANCIAL LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

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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