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Haylee Wilkey

Strategic Advisers LLC

Salt Lake City, UT

Midvale, 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

Midvale, 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
Fidelity Investments Salt Lake City UT 08/2023 Present
Utah State University Logan UT 09/2022 05/2023
Fsy Provo UT 05/2022 08/2022
Cinemark West Jordan UT 02/2019 08/2022
Goldenwest Credit Union Logan UT 10/2020 03/2021
Copper Mountain Soccer South Jordan UT 03/2017 05/2017
Salt Lake Community College West Jordan UT 08/2017 06/2020
Utah State University Logan UT 08/2020 05/2023
Copper Hills High School West Jordan UT 08/2017 06/2020
Sunset Ridge Middle School West Jordan UT 08/2014 06/2017
Fidelity Investments Boston MA 03/2025 Present
  • 08/2023 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 09/2022 → 05/2023
    Utah State University
    Logan, UT
  • 05/2022 → 08/2022
    Fsy
    Provo, UT
  • 02/2019 → 08/2022
    Cinemark
    West Jordan, UT
  • 10/2020 → 03/2021
    Goldenwest Credit Union
    Logan, UT
  • 03/2017 → 05/2017
    Copper Mountain Soccer
    South Jordan, UT
  • 08/2017 → 06/2020
    Salt Lake Community College
    West Jordan, UT
  • 08/2020 → 05/2023
    Utah State University
    Logan, UT
  • 08/2017 → 06/2020
    Copper Hills High School
    West Jordan, UT
  • 08/2014 → 06/2017
    Sunset Ridge Middle School
    West Jordan, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    West Jordan, UT
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-11
S63 Uniform Securities Agent State Law Examination 2023-10-20
  • S66 Uniform Combined State Law Examination
    2024-10-11
  • S63 Uniform Securities Agent State Law Examination
    2023-10-20
Other Names
  • Haylee Wilkey
  • Haylee Lynn Wilkey

View on SEC IAPD

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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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