JD
Judith I. De Bry
STRATEGIC ADVISERS LLC
COTTONWOOD HEIGHTS, UT
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CRD#: 2892157
JD
Professional summary
Judith Irene De Bry, who also goes by Judith Irene De Bry, Judith Irene Wikstrom, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Cottonwood Heights, Utah and FIDELITY BROKERAGE SERVICES LLC located in Salt Lake City, Utah.
Judith is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Judith has worked at 7 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Judith Irene De Bry | Judith Irene Wikstrom
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OBA-61298|OrgNmn:Robison House LLC|Org Addr:Cottonwood,Utah,US|OBA Nature:Short and long term rental pro|Invst Rel:Y|Title:Officer|Duties:supervision of rental agency, cleaners, contractors|StrtDt:08-14-21|TotHrs/mon:12|TrdHrs/mon:1|OBA-97807|OrgNmn:Rubys Minidoodles |Org Addr:Lindon,Utah,US|OBA Nature:dog breeder |Invst Rel:N|Title:Guardian|Duties:Bring my dog to Vet or houses for studding |StrtDt:04-01-23|TotHrs/mon:4|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Judith Irene De Bry's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 49 North 400 West, Salt Lake City, UT 84101RIA
CRD#: 104555
COTTONWOOD HEIGHTS, UT
Current
January 12, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 49 North 400 West, Salt Lake City, UT 84101BD
CRD#: 7784
Salt Lake City, UT
Past
January 21, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SALT LAKE CITY, UT
Past
January 23, 2018 - November 13, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RIA
CRD#: 20472
SALT LAKE CITY, UT
Past
January 22, 2018 - November 13, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
SALT LAKE CITY, UT
Past
February 23, 2017 - January 5, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SALT LAKE CITY, UT
Past
February 21, 2017 - January 3, 2018
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SALT LAKE CITY, UT
Past
December 5, 2016 - January 31, 2017
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
SALT LAKE CITY, UT
Past
December 2, 2016 - January 31, 2017
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
SALT LAKE CITY, UT
Past
March 28, 2011 - April 8, 2016
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SALT LAKE CITY, UT
Past
March 23, 2011 - April 7, 2016
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SALT LAKE CITY, UT
Past
March 28, 2006 - March 28, 2007
FIDELITY PERSONAL TRUST COMPANY, FSB
RIA
CRD#: 109516
SALT LAKE CITY, UT
Past
March 28, 2006 - June 19, 2009
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SALT LAKE CITY, UT
Past
March 23, 2006 - June 19, 2009
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SALT LAKE CITY, UT
Past
July 11, 2002 - August 27, 2004
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
SMITHFIELD, RI
Past
June 27, 1997 - July 11, 2002
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/17/2021)
RR
Alaska(1/17/2021)
RR
Arizona(1/17/2021)
RR
Arkansas(1/17/2021)
RR
California(1/17/2021)
RR
Colorado(1/17/2021)
RR
Connecticut(1/17/2021)
RR
Delaware(1/17/2021)
RR
District of Columbia(1/17/2021)
RR
Florida(1/17/2021)
RR
Georgia(1/17/2021)
RR
Hawaii(1/17/2021)
RR
Idaho(1/17/2021)
RR
Illinois(1/17/2021)
RR
Indiana(1/17/2021)
RR
Iowa(1/17/2021)
RR
Kansas(1/17/2021)
RR
Kentucky(1/17/2021)
RR
Louisiana(1/17/2021)
RR
Maine(1/17/2021)
RR
Maryland(1/17/2021)
RR
Massachusetts(1/17/2021)
RR
Michigan(1/17/2021)
RR
Minnesota(1/17/2021)
RR
Mississippi(1/17/2021)
RR
Missouri(1/17/2021)
RR
Montana(1/17/2021)
RR
Nebraska(1/17/2021)
RR
Nevada(1/17/2021)
RR
New Hampshire(1/17/2021)
RR
New Jersey(1/17/2021)
RR
New Mexico(1/17/2021)
RR
New York(1/17/2021)
RR
North Carolina(1/17/2021)
RR
North Dakota(1/17/2021)
RR
Ohio(1/18/2021)
RR
Oklahoma(1/17/2021)
RR
Oregon(1/17/2021)
RR
Pennsylvania(1/17/2021)
RR
Puerto Rico(1/17/2021)
RR
Rhode Island(1/17/2021)
RR
South Carolina(1/17/2021)
RR
South Dakota(1/17/2021)
RR
Tennessee(1/17/2021)
RR
Texas(1/17/2021)
IAR
Texas(3/31/2025)
RR
Utah(1/12/2021)
IAR
Utah(3/31/2025)
RR
Vermont(1/17/2021)
RR
Virgin Islands(1/17/2021)
RR
Virginia(1/17/2021)
RR
Washington(1/17/2021)
RR
West Virginia(1/17/2021)
RR
Wisconsin(1/17/2021)
RR
Wyoming(1/17/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
