Best Investors Account Sign in
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

Clearfield, 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
Sunrise Cyclery Logan UT 01/2016 08/2017
Fidelity Investments Salt Lake City UT 03/2024 Present
Fox Pest Control Logan UT 05/2018 08/2018
Saturday Cycles Salt Lake City UT 02/2019 08/2019
T-Mac Transport Llc Clearfield UT 07/2021 09/2022
Mentors International Kaysville UT 09/2018 12/2018
Intermountain Employment Services Logan UT 12/2016 03/2017
B5 Maintenance Bountiful UT 10/2022 01/2023
England Logistics Ogden UT 01/2021 07/2021
Mithra Industries Inc West Point UT 01/2023 02/2024
Vivint Inc Logan UT 09/2017 04/2018
Perform Heating And Cooling Bountiful UT 04/2020 12/2020
Cafe Sabor Logan UT 01/2020 04/2020
Uber (Self) Woods Cross UT 01/2018 02/2020
Vivint Inc Logan UT 08/2019 01/2020
Fidelity Investments Boston MA 03/2025 Present
  • 01/2016 → 08/2017
    Sunrise Cyclery
    Logan, UT
  • 03/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 05/2018 → 08/2018
    Fox Pest Control
    Logan, UT
  • 02/2019 → 08/2019
    Saturday Cycles
    Salt Lake City, UT
  • 07/2021 → 09/2022
    T-Mac Transport Llc
    Clearfield, UT
  • 09/2018 → 12/2018
    Mentors International
    Kaysville, UT
  • 12/2016 → 03/2017
    Intermountain Employment Services
    Logan, UT
  • 10/2022 → 01/2023
    B5 Maintenance
    Bountiful, UT
  • 01/2021 → 07/2021
    England Logistics
    Ogden, UT
  • 01/2023 → 02/2024
    Mithra Industries Inc
    West Point, UT
  • 09/2017 → 04/2018
    Vivint Inc
    Logan, UT
  • 04/2020 → 12/2020
    Perform Heating And Cooling
    Bountiful, UT
  • 01/2020 → 04/2020
    Cafe Sabor
    Logan, UT
  • 01/2018 → 02/2020
    Uber (Self)
    Woods Cross, UT
  • 08/2019 → 01/2020
    Vivint Inc
    Logan, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
    Clearfield, UT
Other Businesses

OBA-108064|OrgNmn:McCleery Properties LLC|Org Addr:Clearfield,Utah,US|OBA Nature:LLC for rental property manage|Invst Rel:Y|Title:Business Owner|Duties:This business is ultra low maintenence as i collect most of the rent on Stripe, and the lot is the space behind my house.|StrtDt:10-01-23|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-11
  • S66 Uniform Combined State Law Examination
    2024-07-11

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Salt Lake City, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor