Best Investors Account Sign in

Mathew Harris

Strategic Advisers LLC

Salt Lake City, UT

Cottonwood Heights, UT

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-06-25
TX RA APPROVED_RES 2026-06-24
  • UT RA
    APPROVED
    Since 2026-06-25
  • TX RA
    APPROVED_RES
    Since 2026-06-24

Branch Locations

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

Cottonwood Heights, UT • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • 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 09/2018
University Of Utah Salt Lake City UT 04/2023 03/2024
Unemployed North Salt Lake UT 05/2020 08/2022
Utah Valley University Orem UT 08/2022 03/2023
E*Trade Securities Llc Sandy UT 09/2018 05/2020
Motor Sportsland Murray UT 07/2015 04/2018
Fidelity Investments Salt Lake City UT 04/2025 Present
Game Changerz South Salt Lake UT 04/2024 04/2025
  • 04/2018 → 09/2018
    E*Trade Securities Llc
    Sandy, UT
  • 04/2023 → 03/2024
    University Of Utah
    Salt Lake City, UT
  • 05/2020 → 08/2022
    Unemployed
    North Salt Lake, UT
  • 08/2022 → 03/2023
    Utah Valley University
    Orem, UT
  • 09/2018 → 05/2020
    E*Trade Securities Llc
    Sandy, UT
  • 07/2015 → 04/2018
    Motor Sportsland
    Murray, UT
  • 04/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 04/2024 → 04/2025
    Game Changerz
    South Salt Lake, UT
Other Businesses

OBA-129802|OrgNmn:Instacart|Org Addr:Cottonwood,Utah,US|OBA Nature:Food delivery|Invst Rel:N|Title:Independent Contractor|Duties:Delivery of food|StrtDt:05-11-26|TotHrs/mon:15|TrdHrs/mon:0|OBA-129113|OrgNmn:DoorDash|Org Addr:Cottonwood,Utah,US|OBA Nature:Delivery Driver|Invst Rel:N|Title:Independent Contractor|Duties:Pick up and deliver food and other items to clients|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-23
S63 Uniform Securities Agent State Law Examination 2025-07-01
  • S66 Uniform Combined State Law Examination
    2026-06-23
  • S63 Uniform Securities Agent State Law Examination
    2025-07-01
Other Names
  • Mathew Todd Harris
  • Mathew Harris

View on SEC IAPD

Other Firms

RUN VENTURES
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

More in Salt Lake City, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor