Trent Weaver, financial advisor Salt Lake City UT
90 score

Trent Weaver

CRD Number: 6037330
Current Firm: Strategic Advisers, Inc.

Trent Weaver (CRD# 6037330) 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 2010 - Current 6
Instant Commercial Solutions Clinton, UT Dec 2010 - Feb 2012 1
Utah State University Logan, UT Aug 2005 - Dec 2011 6
Impact Payment Solutions Logan, UT May 2010 - Dec 2010 < 1
Impact Commercial Solutions Logan, UT Oct 2007 - Dec 2010 3
Utah State Basketball Camp Logan, UT Jun 2009 - Jun 2009 < 1
Utah State Basketball Camp Logan, UT Jun 2008 - Jun 2008 < 1
Moxie Pest Control Corona, CA May 2007 - Aug 2007 < 1
Logan School District Logan, UT Aug 2006 - May 2007 < 1
Davis County Mosquito Abatement Kaysville, UT May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2012
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Trent R. Weaver
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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