Savannah Garlick
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Savannah Garlick is an investment adviser representative with Strategic Advisers LLC in Salt Lake City, UT, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with Fidelity Personal and Workplace Advisors. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas and Utah.
Office
Advisors at this office: 1,043
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas, Utah
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- PARK LANE Village ApartmentsJun 2022 – Nov 2023Farmington, UT
- HALE Center TheaterDec 2020 – Aug 2022Sandy, UT
- Urban Talent ManagementApr 2019 – Dec 2020Salt Lake City, UT
- Athena Beans Coffee AND BistroMay 2021 – Nov 2021Sandy, UT
- Beans AND BREWNov 2019 – Jan 2020Midvale, UT
- University OF UTAHAug 2015 – Nov 2019Salt Lake City, UT
- EncircleJul 2019 – Sep 2021Salt Lake, UT
- SALT LAKE Community CollegeJun 2017 – Aug 2017Taylorsville, UT
- Ensign CollegeSep 2018 – Dec 2019Salt Lake, UT
- SALT LAKE Community CollegeSep 2020 – May 2022Salt Lake, UT
- Coffee AND CocoaSep 2018 – Oct 2018Holladay, UT
- SALT LAKE County Parks AND RecreationJun 2018 – Aug 2018Midvale, UT
- Shred 415Dec 2020 – Apr 2021Sugarhouse, UT
- WEST Valley Performing ARTS CenterFeb 2023 – Oct 2023West Valley, UT
- Fidelity InvestmentsDec 2023 – no end date reportedSalt Lake, UT
- Clearlamp ProductionsDec 2018 – Dec 2023Salt Lake, UT
- MATT Nickle MusicOct 2022 – Oct 2022Salt Lake, UT
- Pygmalion ProductionsFeb 2021 – Apr 2021Salt Lake, UT
- Pygmalion ProductionsJan 2022 – Apr 2022Salt Lake, UT
- Pygmalion ProductionsJan 2023 – Mar 2023Salt Lake, UT
- MATT Nickle MusicOct 2023 – Oct 2023Salt Lake, UT
- UTAH Valley UniversityJul 2022 – Sep 2022Orem, UT
- THE Waterford SchoolSep 2013 – May 2018Sandy, UT
- Fidelity InvestmentsMar 2025 – no end date reportedBoston, MA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17,064
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Boston, MA
- SEC file number:
- 801-13243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Strategic Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Savannah Garlick has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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