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Kevin Triana

Strategic Advisers LLC

Orem, 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
UT RA APPROVED 2026-05-18
TX RA APPROVED 2026-05-16
  • UT RA
    APPROVED
    Since 2026-05-18
  • TX RA
    APPROVED
    Since 2026-05-16

Branch Locations

Orem, 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
Unemployed Orem UT 12/2016 02/2017
Vivint Provo UT 10/2023 03/2024
Fidelity Investments Salt Lake City UT 02/2026 Present
Vivint Smart Home Lindon UT 07/2016 11/2016
E*Trade Securities Llc Sandy UT 03/2023 09/2023
Unemployed (Religious Service Mission) Barcelona 03/2017 02/2019
Alliance Cable Lindon UT 07/2019 03/2020
Mpwr Renewable Lindon UT 02/2022 02/2023
Morgan Stanley Sandy UT 09/2023 10/2023
Alder Holdings Llc Orem UT 07/2020 02/2022
Bank Of America Provo UT 03/2024 01/2026
Vivint Smart Home Lindon UT 03/2019 06/2019
Clearlink Draper UT 04/2020 07/2020
  • 12/2016 → 02/2017
    Unemployed
    Orem, UT
  • 10/2023 → 03/2024
    Vivint
    Provo, UT
  • 02/2026 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 07/2016 → 11/2016
    Vivint Smart Home
    Lindon, UT
  • 03/2023 → 09/2023
    E*Trade Securities Llc
    Sandy, UT
  • 03/2017 → 02/2019
    Unemployed (Religious Service Mission)
    Barcelona
  • 07/2019 → 03/2020
    Alliance Cable
    Lindon, UT
  • 02/2022 → 02/2023
    Mpwr Renewable
    Lindon, UT
  • 09/2023 → 10/2023
    Morgan Stanley
    Sandy, UT
  • 07/2020 → 02/2022
    Alder Holdings Llc
    Orem, UT
  • 03/2024 → 01/2026
    Bank Of America
    Provo, UT
  • 03/2019 → 06/2019
    Vivint Smart Home
    Lindon, UT
  • 04/2020 → 07/2020
    Clearlink
    Draper, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-08
  • S66 Uniform Combined State Law Examination
    2026-05-08
Other Names
  • Kevin A Triana
  • Kevin Triana

View on SEC IAPD

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