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Karen Aleece Call

Strategic Advisers LLC

Bountiful, 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 2026-05-19
UT RA APPROVED 2026-05-19
  • TX RA
    APPROVED
    Since 2026-05-19
  • UT RA
    APPROVED
    Since 2026-05-19

Branch Locations

Bountiful, 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
Byu Missionary Training Center Provo UT 12/2014 09/2016
Byu Provo UT 09/2016 05/2017
Seven Peaks Provo UT 04/2017 08/2017
Streamline Manufacturing Lindon UT 08/2017 04/2019
Uber Salt Lake City UT 05/2019 07/2020
Healing Mountain Massage School Salt Lake City UT 07/2019 08/2020
Canyon Gate Massage Therapy And Wellness Orem UT 08/2020 06/2021
The Massage Barre Lehi UT 11/2020 05/2021
Massage Therapy With Karen Orem UT 10/2020 05/2023
Fidelity Investments Salt Lake City UT 07/2023 Present
Brigham Young University Provo UT 08/2011 04/2017
Salt Lake City Healing Mountain Orem UT 07/2019 09/2020
  • 12/2014 → 09/2016
    Byu Missionary Training Center
    Provo, UT
  • 09/2016 → 05/2017
    Byu
    Provo, UT
  • 04/2017 → 08/2017
    Seven Peaks
    Provo, UT
  • 08/2017 → 04/2019
    Streamline Manufacturing
    Lindon, UT
  • 05/2019 → 07/2020
    Uber
    Salt Lake City, UT
  • 07/2019 → 08/2020
    Healing Mountain Massage School
    Salt Lake City, UT
  • 08/2020 → 06/2021
    Canyon Gate Massage Therapy And Wellness
    Orem, UT
  • 11/2020 → 05/2021
    The Massage Barre
    Lehi, UT
  • 10/2020 → 05/2023
    Massage Therapy With Karen
    Orem, UT
  • 07/2023 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 08/2011 → 04/2017
    Brigham Young University
    Provo, UT
  • 07/2019 → 09/2020
    Salt Lake City Healing Mountain
    Orem, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-07
S63 Uniform Securities Agent State Law Examination 2023-11-28
  • S66 Uniform Combined State Law Examination
    2026-05-07
  • S63 Uniform Securities Agent State Law Examination
    2023-11-28
Other Names
  • Karen Call

View on SEC IAPD

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