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Detailed Report
KARL JOHN PALMER
CRD#: 2313757
IA
Investment Adviser
B
Broker
STRATEGIC ADVISERS LLCCRD#: 104555 SOUTH JORDAN, UT
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 49 NORTH 400 WEST
SALT LAKE CITY, UT 84101
Registration History
1995200020052010201520202025IASTRATEGIC ADVISERS LLC (CRD# 104555)2025 - Present (<1 year)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2013 - Present (12 years)BWORLD GROUP SECURITIES, INC. (CRD# 114473)2003 - 2004 (<1 year)BGOLDMAN, SACHS & CO. (CRD# 361)2000 - 2001 (1 year)BFIDELITY BROKERAGE SERVICES, INC. (CRD# 7784)1993 - 2000 (7 years)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - 2025 (6 years)IASTRATEGIC ADVISERS LLC (CRD# 104555)2013 - 2018 (5 years)IAINTERSECURITIES, INC. (CRD# 16164)2004 - 2004 (<1 year)
License(s)

State Registrations

B
Alabama 3/13/2013
B
Nebraska 3/13/2013
B
Alaska 3/13/2013
B
Nevada 3/13/2013
B
Arizona 3/13/2013
B
New Hampshire 3/13/2013
B
Arkansas 3/13/2013
B
New Jersey 3/13/2013
B
California 3/13/2013
B
New Mexico 3/13/2013
B
Colorado 3/13/2013
B
New York 3/13/2013
B
Connecticut 3/13/2013
B
North Carolina 3/14/2013
B
Delaware 3/13/2013
B
North Dakota 12/5/2013
B
District of Columbia 3/13/2013
B
Ohio 3/14/2013
B
Florida 3/13/2013
B
Oklahoma 3/13/2013
B
Georgia 3/13/2013
B
Oregon 3/13/2013
B
Hawaii 3/13/2013
B
Pennsylvania 3/13/2013
B
Idaho 3/13/2013
B
Puerto Rico 1/2/2015
B
Illinois 3/13/2013
B
Rhode Island 3/13/2013
B
Indiana 3/13/2013
B
South Carolina 3/13/2013
B
Iowa 3/13/2013
B
South Dakota 12/5/2013
B
Kansas 3/13/2013
B
Tennessee 12/5/2013
B
Kentucky 3/13/2013
B
Texas 3/13/2013
B
Louisiana 3/13/2013
IA
Texas 3/31/2025
B
Maine 3/13/2013
B
Utah 2/24/2013
B
Maryland 3/13/2013
IA
Utah 3/31/2025
B
Massachusetts 3/13/2013
B
Vermont 3/13/2013
B
Michigan 3/13/2013
B
Virginia 3/13/2013
B
Minnesota 3/13/2013
B
Washington 3/13/2013
B
Mississippi 3/13/2013
B
West Virginia 3/13/2013
B
Missouri 3/13/2013
B
Wisconsin 3/13/2013
B
Montana 3/13/2013
B
Wyoming 3/13/2013

SRO Registrations

B
 FINRA
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
STRATEGIC ADVISERS LLC (CRD#:104555)
SOUTH JORDAN, UT
49 NORTH 400 WEST, SALT LAKE CITY, UT 84101-1368
Registered with this firm since 3/31/2025
B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
49 NORTH 400 WEST, SALT LAKE CITY, UT 84101
SOUTH JORDAN, UT
Registered with this firm since 2/5/2013
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 07/13/2018 - 03/31/2025 FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590) SALT LAKE CITY, UT
IA
 03/13/2013 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) SALT LAKE CITY, UT
IA
 01/09/2004 - 07/20/2004 INTERSECURITIES, INC. (CRD#:16164) LAYTON, UT
B
 11/05/2003 - 04/29/2004 WORLD GROUP SECURITIES, INC. (CRD#:114473) DULUTH, GA
B
 08/07/2000 - 12/03/2001 GOLDMAN, SACHS & CO. (CRD#:361) NEW YORK, NY
B
 01/29/1993 - 07/26/2000 FIDELITY BROKERAGE SERVICES, INC. (CRD#:7784) SMITHFIELD, RI
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.