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Adam Grayson Gillett

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
UT RA APPROVED 2025-09-03
TX RA APPROVED 2025-09-02
  • UT RA
    APPROVED
    Since 2025-09-03
  • TX RA
    APPROVED
    Since 2025-09-02

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 -South Jordan UT 08/2019 10/2019
Fidelity Investments Salt Lake City UT 04/2024 Present
Cafe Zupas South Jordan UT 07/2018 08/2019
-Unemployed -South Jordan UT 04/2018 06/2018
Cafe Zupas South Jordan UT 06/2017 04/2018
Rc Willey Draper UT 10/2019 03/2024
-Unemployed -South Jordan UT 07/2000 06/2017
Liberty Mountain Sandy UT 06/2018 07/2018
  • 08/2019 → 10/2019
    -Unemployed
    -South Jordan, UT
  • 04/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 07/2018 → 08/2019
    Cafe Zupas
    South Jordan, UT
  • 04/2018 → 06/2018
    -Unemployed
    -South Jordan, UT
  • 06/2017 → 04/2018
    Cafe Zupas
    South Jordan, UT
  • 10/2019 → 03/2024
    Rc Willey
    Draper, UT
  • 07/2000 → 06/2017
    -Unemployed
    -South Jordan, UT
  • 06/2018 → 07/2018
    Liberty Mountain
    Sandy, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2024-08-13
  • S66 Uniform Combined State Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2024-08-13
Other Names
  • Adam G Gillett
  • Adam Gillett

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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