Best Investors Account Sign in

Trey Harrison

Strategic Advisers LLC

Minnetonka, MN

Wayzata, MN

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-08-20
TX RA APPROVED 2025-03-31
  • MN RA
    APPROVED
    Since 2025-08-20
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

11450 Wayzata Blvd, Minnetonka, MN 55305-2013 • United States

Wayzata, MN • 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
Equitable Advisors, Llc New York NY 09/2023 02/2024
Local Jones Denver CO 05/2023 06/2023
Cherry Hills Country Club Cherry Hills Village CO 09/2022 07/2023
Cherry Hills Country Club Cherry Hills Village CO 10/2022 03/2023
Regis University Denver CO 08/2021 10/2023
Cisco College Cisco TX 08/2020 05/2021
Abilene Christian University Abilene TX 08/2019 05/2020
Valley Christian Schools Chandler AZ 07/2019 08/2019
Legends Batting Cages Chandler AZ 07/2018 06/2019
Unemployed Chandler AZ 09/2013 06/2018
Fidelity Investments Greenwood Village CO 02/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2023 → 02/2024
    Equitable Advisors, Llc
    New York, NY
  • 05/2023 → 06/2023
    Local Jones
    Denver, CO
  • 09/2022 → 07/2023
    Cherry Hills Country Club
    Cherry Hills Village, CO
  • 10/2022 → 03/2023
    Cherry Hills Country Club
    Cherry Hills Village, CO
  • 08/2021 → 10/2023
    Regis University
    Denver, CO
  • 08/2020 → 05/2021
    Cisco College
    Cisco, TX
  • 08/2019 → 05/2020
    Abilene Christian University
    Abilene, TX
  • 07/2019 → 08/2019
    Valley Christian Schools
    Chandler, AZ
  • 07/2018 → 06/2019
    Legends Batting Cages
    Chandler, AZ
  • 09/2013 → 06/2018
    Unemployed
    Chandler, AZ
  • 02/2024 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-26
  • S66 Uniform Combined State Law Examination
    2024-03-26
Other Names
  • Trey Henry Harrison
  • Trey Harrison

View on SEC IAPD

More in Minnetonka, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor