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Zoe K. Nielsen

Strategic Advisers LLC

Salt Lake City, UT

Woods Cross, 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

Woods Cross, 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
Paramount Tax & Accounting Provo UT 01/2023 07/2023
Blue Raven Solar Provo UT 04/2021 05/2024
Sonic Drive Inn Provo UT 05/2019 03/2021
International Jumuiya Salt Lake City UT 04/2023 12/2023
Quick Quack Car Wash Orem UT 06/2021 01/2023
Forty-Niner Logistics Llc Dba Ship Ardent Lehi UT 09/2023 12/2023
Water Quest Orem UT 04/2021 06/2021
Jimmy Johns Orem UT 04/2021 05/2022
Mountain American Credit Union Sandy UT 05/2023 09/2023
Fidelity Investments Salt Lake City UT 06/2024 Present
Unemployed Draper UT 01/2014 05/2019
Utah Valley University - Education Orem UT 08/2020 05/2024
  • 01/2023 → 07/2023
    Paramount Tax & Accounting
    Provo, UT
  • 04/2021 → 05/2024
    Blue Raven Solar
    Provo, UT
  • 05/2019 → 03/2021
    Sonic Drive Inn
    Provo, UT
  • 04/2023 → 12/2023
    International Jumuiya
    Salt Lake City, UT
  • 06/2021 → 01/2023
    Quick Quack Car Wash
    Orem, UT
  • 09/2023 → 12/2023
    Forty-Niner Logistics Llc Dba Ship Ardent
    Lehi, UT
  • 04/2021 → 06/2021
    Water Quest
    Orem, UT
  • 04/2021 → 05/2022
    Jimmy Johns
    Orem, UT
  • 05/2023 → 09/2023
    Mountain American Credit Union
    Sandy, UT
  • 06/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 01/2014 → 05/2019
    Unemployed
    Draper, UT
  • 08/2020 → 05/2024
    Utah Valley University - Education
    Orem, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2024-11-19
  • S66 Uniform Combined State Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2024-11-19
Other Names
  • Zoe K Nielsen
  • Zoe Nielsen

View on SEC IAPD

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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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