Rockefeller Capital Management
46yrs
Top advisor by experience in Salt Lake City
17yrs
Clint Boneck
Financial advisor at Strategic Advisers
Clint Boneck is a fiduciary financial advisor in Salt Lake City, Utah, with 17 years in the industry. After seven years at Fidelity Personal and Workplace Advisors, Clint joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 1596 advisors with offices in Salt Lake City, and one of 1517 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?Top 20% by experience at Strategic Advisers
Office49 North 400 West, Salt Lake City, UT 84101
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2013 – 2018Strategic Advisers LLCPreviously
Contact Clint
(617) 563-7000Firm headquarters in Boston, MA. Ask for Clint. 49 North 400 WestSalt Lake City, UT 84101Office · Get directions
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Questions to ask Clint
Tailored to Clint’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Clint
How do I contact Clint?
Call Strategic Advisers at (617) 563-7000 and ask for Clint Boneck. Clint works from the Salt Lake City, UT office.
How long has Clint been a financial advisor?
Clint has been in the industry since 2009, about 17 years. Top 20% by experience at Strategic Advisers.
What licenses does Clint hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Clint a fiduciary?
Clint is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Clint paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Clint for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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