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Kelly Wendt

Strategic Advisers LLC

Salt Lake City, 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 2025-05-19
UT RA APPROVED 2025-05-19
  • TX RA
    APPROVED
    Since 2025-05-19
  • UT RA
    APPROVED
    Since 2025-05-19

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Salt Lake City, 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
Unemployed Baltimore MD 01/2020 05/2020
Gordon Research Conferences West Kingston RI 01/2019 03/2019
Unemployed Southborough MA 10/2018 01/2019
Black Diamond Barbeque Morristown VT 09/2016 09/2016
St. Lawrence University Canton NY 09/2014 05/2018
Cricut, Inc.| South Jordan UT 07/2021 01/2024
Newport Harbor Corporation Newport RI 06/2019 12/2019
Jml Courier Marlborough MA 06/2018 05/2019
Slocumb Law Firm Baltimore MD 05/2020 08/2020
Unemployed Southborough MA 03/2019 06/2019
Southboro Auto Tech Southborough MA 08/2018 09/2018
Unemployed Salt Lake City UT 01/2024 04/2024
Fidelity Investments Salt Lake City UT 04/2024 Present
Robert Half Lehi UT 09/2020 07/2021
  • 01/2020 → 05/2020
    Unemployed
    Baltimore, MD
  • 01/2019 → 03/2019
    Gordon Research Conferences
    West Kingston, RI
  • 10/2018 → 01/2019
    Unemployed
    Southborough, MA
  • 09/2016 → 09/2016
    Black Diamond Barbeque
    Morristown, VT
  • 09/2014 → 05/2018
    St. Lawrence University
    Canton, NY
  • 07/2021 → 01/2024
    Cricut, Inc.|
    South Jordan, UT
  • 06/2019 → 12/2019
    Newport Harbor Corporation
    Newport, RI
  • 06/2018 → 05/2019
    Jml Courier
    Marlborough, MA
  • 05/2020 → 08/2020
    Slocumb Law Firm
    Baltimore, MD
  • 03/2019 → 06/2019
    Unemployed
    Southborough, MA
  • 08/2018 → 09/2018
    Southboro Auto Tech
    Southborough, MA
  • 01/2024 → 04/2024
    Unemployed
    Salt Lake City, UT
  • 04/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 09/2020 → 07/2021
    Robert Half
    Lehi, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-16
S63 Uniform Securities Agent State Law Examination 2024-07-24
  • S66 Uniform Combined State Law Examination
    2025-05-16
  • S63 Uniform Securities Agent State Law Examination
    2024-07-24

View on SEC IAPD

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