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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

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

Midvale, UT • United States

279 West South Temple, Salt Lake City, UT 84101-1333 • 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
Brighton High School Sandy UT 01/2013 05/2017
Fabulous Freddy'S Sandy UT 05/2017 08/2017
Brighton High School Sandy UT 08/2017 09/2018
Unemployed Guadalajara 09/2018 04/2020
Investment Realty Advisors Sandy UT 04/2020 01/2021
Automotive Addiction Museum Sandy UT 03/2021 06/2021
Aspen Marble & Tile Lehi UT 06/2021 07/2022
Rectech Holdings Lehi UT 08/2022 01/2023
Spice Service Co Lehi UT 01/2023 05/2023
Fidelity Investments American Fork UT 05/2023 Present
Modernyarn Midvale UT 01/2021 03/2021
Fidelity Investments Boston MA 03/2025 Present
  • 01/2013 → 05/2017
    Brighton High School
    Sandy, UT
  • 05/2017 → 08/2017
    Fabulous Freddy'S
    Sandy, UT
  • 08/2017 → 09/2018
    Brighton High School
    Sandy, UT
  • 09/2018 → 04/2020
    Unemployed
    Guadalajara
  • 04/2020 → 01/2021
    Investment Realty Advisors
    Sandy, UT
  • 03/2021 → 06/2021
    Automotive Addiction Museum
    Sandy, UT
  • 06/2021 → 07/2022
    Aspen Marble & Tile
    Lehi, UT
  • 08/2022 → 01/2023
    Rectech Holdings
    Lehi, UT
  • 01/2023 → 05/2023
    Spice Service Co
    Lehi, UT
  • 05/2023 → Present
    Fidelity Investments
    American Fork, UT
  • 01/2021 → 03/2021
    Modernyarn
    Midvale, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Highland, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-10
S63 Uniform Securities Agent State Law Examination 2023-08-09
  • S66 Uniform Combined State Law Examination
    2024-11-10
  • S63 Uniform Securities Agent State Law Examination
    2023-08-09
Other Names
  • Tyson Brian Criddle
  • Tyson Criddle

View on SEC IAPD

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