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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-04-03
TX RA APPROVED 2026-04-02
  • UT RA
    APPROVED
    Since 2026-04-03
  • TX RA
    APPROVED
    Since 2026-04-02

Branch Locations

Salt Lake City, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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
United Parcel Service Salt Lake City UT 11/2023 12/2023
Morgan Stanley Sandy UT 08/2024 08/2025
Fidelity Investments Salt Lake City UT 11/2025 Present
Blockworks Consulting Llc Taylorsville UT 08/2024 10/2025
215, Llc Salt Lake City UT 09/2014 05/2024
Mac It Count, Inc. Salt Lake City UT 03/2013 10/2025
  • 11/2023 → 12/2023
    United Parcel Service
    Salt Lake City, UT
  • 08/2024 → 08/2025
    Morgan Stanley
    Sandy, UT
  • 11/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 08/2024 → 10/2025
    Blockworks Consulting Llc
    Taylorsville, UT
  • 09/2014 → 05/2024
    215, Llc
    Salt Lake City, UT
  • 03/2013 → 10/2025
    Mac It Count, Inc.
    Salt Lake City, UT
Other Businesses

OBA-125009|OrgNmn:Mac It Count, Inc.|Org Addr:Taylorsvil,Utah,US|OBA Nature:I provide Apple hardware and s|Invst Rel:N|Title:Consultant|Duties:I provide technology consultation to five clients for their Apple hardware and software. I resell GFI software to 34 customers, which entails |StrtDt:03-07-13|TotHrs/mon:4|TrdHrs/mon:0|OBA-125012|OrgNmn:Blockworks Consulting|Org Addr:Taylorsvil,Utah,US|OBA Nature:Affiliate income from Apple, I|Invst Rel:N|Title:Apple Consultant|Duties:None. I use this entity to qualify for affiliate income from Apple.|StrtDt:08-14-24|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-30
S63 Uniform Securities Agent State Law Examination 2024-12-02
  • S66 Uniform Combined State Law Examination
    2026-03-30
  • S63 Uniform Securities Agent State Law Examination
    2024-12-02
Other Names
  • Brett W Bryant
  • Brett Warren Bryant

View on SEC IAPD

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