Alan Nygren, financial advisor Salt Lake City UT
90 score

Alan Nygren

CRD Number: 5941628
Current Firm: Strategic Advisers, Inc.

Alan Nygren (CRD# 5941628) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Salt Lake City, UT Jun 2011 - Current 5
All-star Landscape & Design Taylorsville, UT May 2008 - Jun 2011 3
Wells Fargo Bank Spanish Fork, UT Aug 2007 - Jun 2011 3
Brigham Young University Provo, UT Sep 2009 - May 2011 1
University Of Utah Slc, UT Jan 2008 - Sep 2009 1
Self Employed Slc, UT May 2003 - May 2008 5
Salt Lake Community College Slc, UT Aug 2004 - Jan 2008 3
The Church Of Jesus Christ Of Latter Day Saints Zapopan, Aug 2005 - Aug 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2011
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Alan C. Nygren
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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