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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

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

Taylorsville, 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
Progrexion Orem UT 08/2022 09/2022
Chick-Fil-A Taylorsville UT 11/2016 07/2017
Fidelity Investments Salt Lake City UT 06/2024 Present
Olympus Gymnastics South Jordan UT 07/2018 01/2019
The Church Of Jesus Christ Of Latter-Day Saints Salt Lake City UT 08/2021 02/2022
Unemployed Salt Lake City UT 01/2019 07/2019
Cold Stone Cremery South Jordan UT 07/2016 11/2016
Legacy Insurance And Financial Services West Jordan UT 02/2023 10/2023
Performance Honda Bountiful Bountiful UT 02/2022 07/2022
Highlighting Utah Lehi UT 09/2022 01/2023
The Church Of Jesus Christ Of Latter-Day Saints Salt Lake City UT 07/2019 07/2021
Onemain Financial Salt Lake City UT 10/2023 06/2024
Spudtoddos Taylorsville UT 06/2017 07/2018
Classic Sprinklers Taylorsville UT 06/2018 07/2018
Fidelity Investments Boston MA 03/2025 Present
  • 08/2022 → 09/2022
    Progrexion
    Orem, UT
  • 11/2016 → 07/2017
    Chick-Fil-A
    Taylorsville, UT
  • 06/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 07/2018 → 01/2019
    Olympus Gymnastics
    South Jordan, UT
  • 08/2021 → 02/2022
    The Church Of Jesus Christ Of Latter-Day Saints
    Salt Lake City, UT
  • 01/2019 → 07/2019
    Unemployed
    Salt Lake City, UT
  • 07/2016 → 11/2016
    Cold Stone Cremery
    South Jordan, UT
  • 02/2023 → 10/2023
    Legacy Insurance And Financial Services
    West Jordan, UT
  • 02/2022 → 07/2022
    Performance Honda Bountiful
    Bountiful, UT
  • 09/2022 → 01/2023
    Highlighting Utah
    Lehi, UT
  • 07/2019 → 07/2021
    The Church Of Jesus Christ Of Latter-Day Saints
    Salt Lake City, UT
  • 10/2023 → 06/2024
    Onemain Financial
    Salt Lake City, UT
  • 06/2017 → 07/2018
    Spudtoddos
    Taylorsville, UT
  • 06/2018 → 07/2018
    Classic Sprinklers
    Taylorsville, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
    Taylorsville, UT
Other Businesses

OBA-110634|OrgNmn:THISISBENJAMINTAYLOR|Org Addr:SALT LAKE ,Utah,US|OBA Nature:Recording Studio|Invst Rel:N|Title:Sole Proprietor|Duties:Record, Mix and Master audio. |StrtDt:05-10-16|TotHrs/mon:12|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-09-06
S65 Uniform Investment Adviser Law Examination 2024-04-16
  • S63 Uniform Securities Agent State Law Examination
    2024-09-06
  • S65 Uniform Investment Adviser Law Examination
    2024-04-16
Other Names
  • Benjamin L Taylor
  • Benjamin Taylor

View on SEC IAPD

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