Hailey M. Meihls
STRATEGIC ADVISERS LLC | Financial Consultant
DRAPER, UT
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CRD#: 6217711
Professional summary
Hailey Megan Meihls, CFP®, who also goes by Hailey Meihls, Hailey Megan Thorne, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Draper, Utah and FIDELITY BROKERAGE SERVICES LLC located in Lehi, Utah.
Hailey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Hailey has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
As a CERTIFIED FINANCIAL PLANNER™ professional, financial planning is something I am passionate about. My focus is to simplify the complexities of financial planning, build long-term relationships, and help explore options that fit into your financial goals.
Question & Answer
What is your minimum asset requirement?
250K
How do you get paid?
Commission and Fee
Are you a "fiduciary"?
Yes
Aliases
Hailey Meihls | Hailey Megan Thorne
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Hailey Megan Meihls'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®
CFP®
Start date: 2019
Education
Utah State University
Bachelor of Science (BS) - Economics
2015
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3600 N Outlet Parkway Suite 400, Lehi, UT 84043-7365RIA
CRD#: 104555
DRAPER, UT
Current
May 19, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3600 N Outlet Parkway Suite 400, Lehi, UT 84043-7365BD
CRD#: 7784
LEHI, UT
Past
May 28, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SALT LAKE CITY, UT
Past
April 4, 2018 - May 1, 2020
DIVERGENT WEALTH ADVISORS, LLC
RIA
CRD#: 286383
MIDVALE, UT
Past
May 10, 2017 - May 22, 2020
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Midvale, UT
Past
April 1, 2014 - April 13, 2017
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SALT LAKE CITY, UT
Past
August 30, 2013 - April 12, 2017
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SALT LAKE CITY, UT
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(1/5/2023)
RR
Alaska(1/5/2023)
RR
Arizona(6/25/2020)
RR
Arkansas(1/5/2023)
RR
California(8/4/2020)
IAR
California(7/21/2025)
RR
Colorado(9/15/2021)
RR
Connecticut(1/5/2023)
RR
Delaware(1/5/2023)
RR
District of Columbia(1/5/2023)
RR
Florida(6/23/2020)
RR
Georgia(7/26/2022)
RR
Hawaii(1/5/2023)
RR
Idaho(6/24/2020)
RR
Illinois(1/5/2023)
RR
Indiana(1/5/2023)
RR
Iowa(1/5/2023)
RR
Kansas(1/5/2023)
RR
Kentucky(1/5/2023)
RR
Louisiana(1/5/2023)
RR
Maine(1/5/2023)
RR
Maryland(1/5/2023)
RR
Massachusetts(1/5/2023)
RR
Michigan(1/5/2023)
RR
Minnesota(1/5/2023)
RR
Mississippi(1/5/2023)
RR
Missouri(1/5/2023)
RR
Montana(6/23/2020)
RR
Nebraska(1/5/2023)
RR
Nevada(6/23/2020)
RR
New Hampshire(1/5/2023)
RR
New Jersey(1/5/2023)
RR
New Mexico(1/5/2023)
RR
New York(11/3/2022)
RR
North Carolina(1/5/2023)
RR
North Dakota(1/5/2023)
RR
Ohio(1/5/2023)
RR
Oklahoma(1/5/2023)
RR
Oregon(8/8/2020)
RR
Pennsylvania(1/5/2023)
RR
Rhode Island(1/5/2023)
RR
South Carolina(1/5/2023)
RR
South Dakota(1/5/2023)
RR
Tennessee(1/5/2023)
RR
Texas(9/13/2021)
IAR
Texas(3/31/2025)
RR
Utah(5/19/2020)
IAR
Utah(3/31/2025)
RR
Vermont(1/5/2023)
RR
Virginia(6/1/2022)
RR
Washington(7/26/2022)
RR
West Virginia(9/15/2022)
RR
Wisconsin(1/5/2023)
RR
Wyoming(6/23/2020)
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Draper, UTTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
