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Daniel Clothier

Strategic Advisers LLC

Salt Lake City, UT

American Fork, 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

American Fork, 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
Utah Valley University Student Association Orem UT 08/2021 04/2022
The Home Depot American Fork UT 10/2023 06/2024
Fidelity Investments Salt Lake City UT 06/2024 Present
Brinker International (Chilis) American Fork UT 09/2023 10/2023
Treeo| Orem UT 10/2019 01/2022
Ideal Image Orem UT 01/2022 07/2022
Dc Retina Docs Arlington VA 07/2023 08/2023
Primary And Secondary Education Saratoga Springs UT 09/2004 12/2022
Vivint Lindon UT 06/2019 09/2019
The Council Of State Governments Washington DC 09/2022 05/2023
Dialog Direct Washington DC 06/2023 07/2023
Unemployed Lehi UT 08/2023 10/2023
Blended Star (Jamba Juice) Lehi UT 03/2017 05/2019
Unemployed Orem UT 09/2019 10/2019
Unemployed Lehi UT 07/2022 09/2022
Utah Valley University Student Association Orem UT 08/2020 04/2021
  • 08/2021 → 04/2022
    Utah Valley University Student Association
    Orem, UT
  • 10/2023 → 06/2024
    The Home Depot
    American Fork, UT
  • 06/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 09/2023 → 10/2023
    Brinker International (Chilis)
    American Fork, UT
  • 10/2019 → 01/2022
    Treeo|
    Orem, UT
  • 01/2022 → 07/2022
    Ideal Image
    Orem, UT
  • 07/2023 → 08/2023
    Dc Retina Docs
    Arlington, VA
  • 09/2004 → 12/2022
    Primary And Secondary Education
    Saratoga Springs, UT
  • 06/2019 → 09/2019
    Vivint
    Lindon, UT
  • 09/2022 → 05/2023
    The Council Of State Governments
    Washington, DC
  • 06/2023 → 07/2023
    Dialog Direct
    Washington, DC
  • 08/2023 → 10/2023
    Unemployed
    Lehi, UT
  • 03/2017 → 05/2019
    Blended Star (Jamba Juice)
    Lehi, UT
  • 09/2019 → 10/2019
    Unemployed
    Orem, UT
  • 07/2022 → 09/2022
    Unemployed
    Lehi, UT
  • 08/2020 → 04/2021
    Utah Valley University Student Association
    Orem, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2024-10-02
  • S66 Uniform Combined State Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2024-10-02

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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