Cory Hatch, financial advisor Salt Lake City UT
78 score

Cory Hatch

CRD Number: 6037297
Current Firm: Strategic Advisers, Inc.

Cory Hatch (CRD# 6037297) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Salt Lake City, UT Feb 2012 - Current 4
Encore Real Estate LLC Sandy, UT Nov 2011 - Feb 2012 < 1
Kw Utah Commercial Ogden, UT Aug 2011 - Nov 2011 < 1
Red Robin West Valley City, UT Aug 2011 - Nov 2011 < 1
Nai Salt Lake City, UT May 2009 - May 2011 2
Ace Hardware Layton, UT May 2009 - Aug 2009 < 1
R&k Marble Brigham City, UT Mar 2009 - May 2009 < 1
Kohl's Clinton, UT Jan 2009 - May 2009 < 1
Red Robin Layton, UT Jan 2009 - Mar 2009 < 1
Schreiber Food Inc. Logan, UT Jan 2008 - Dec 2008 < 1
Citicards N.a. Layton, UT Feb 2007 - Dec 2007 < 1
Mimi's Cafe Layton, UT Jan 2007 - May 2007 < 1
Prominent Construction Salt Lake City, UT Oct 2006 - Feb 2007 < 1
Cultured Marble Specialists Woods Cross, UT Dec 2005 - Oct 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S66 NASAA Uniform Combined State Law Examination Apr 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Cory B. Hatch
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CO
  • 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

Ready to hire a financial advisor? Get competitive proposals from Cory Hatch and other advisors.
BADGES
78

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