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Anthony Carpio

Strategic Advisers LLC

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

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
Eastview Highschool Apple Valley MN 10/2013 06/2017
Caribou Coffee Apple Valley MN 12/2016 06/2017
Cutco Cutlery Wexford PA 08/2017 07/2018
Iowa State University Bookstore Ames IA 08/2018 05/2019
Iowa State University - Recreation Services Ames IA 07/2019 05/2021
Lifetime Fitness & Health Collierville TN 08/2021 11/2021
University Of Memphis Memphis TN 01/2022 05/2023
Iowa State University Ames IA 08/2017 05/2021
University Of Memphis Memphis TN 08/2021 05/2023
Unemployed Collierville TN 05/2023 09/2023
Fidelity Investments Salt Lake City UT 10/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2013 → 06/2017
    Eastview Highschool
    Apple Valley, MN
  • 12/2016 → 06/2017
    Caribou Coffee
    Apple Valley, MN
  • 08/2017 → 07/2018
    Cutco Cutlery
    Wexford, PA
  • 08/2018 → 05/2019
    Iowa State University Bookstore
    Ames, IA
  • 07/2019 → 05/2021
    Iowa State University - Recreation Services
    Ames, IA
  • 08/2021 → 11/2021
    Lifetime Fitness & Health
    Collierville, TN
  • 01/2022 → 05/2023
    University Of Memphis
    Memphis, TN
  • 08/2017 → 05/2021
    Iowa State University
    Ames, IA
  • 08/2021 → 05/2023
    University Of Memphis
    Memphis, TN
  • 05/2023 → 09/2023
    Unemployed
    Collierville, TN
  • 10/2023 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-18
  • S66 Uniform Combined State Law Examination
    2024-04-18
Other Names
  • Anthony Carpio
  • Anthony Xavier Carpio

View on SEC IAPD

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Kade Eric Schoenrock
MICHELE BROWN OLSEN
Kyle Christopher Adams
BRANDON PAUL WYATT
MANUEL RENE NEGRON
Randy Lee Swartwood
ALAN GLEN ERICKSON

Other Offices

AE WEALTH MANAGEMENT, LLC · Midvale, UT
M2 FINANCIAL LLC · COTTONWOOD HEIGHTS, UT
WEST RIDGE ADVISORS · Midvale, UT
WEST RIDGE ADVISORS · MIDVALE, UT
TINGEY FINANCIAL GROUP INC. · Salt Lake City, UT
TREK FINANCIAL · Sandy, UT
DIVERSIFY ADVISORY SERVICES, LLC · Sandy, UT
AMERIPRISE FINANCIAL SERVICES, LLC · SANDY, UT

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