Rockefeller Capital Management
46yrs
Top advisor by experience in Salt Lake City
1yr
Avery Steele
Financial advisor at Strategic Advisers
Based in Salt Lake City, Utah, Avery Steele is a fiduciary financial advisor with 1 year of industry experience. Avery has been with Strategic Advisers since 2026. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and 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
Experience1 years (since 2025)
How that compares ?1 years in the industry
OfficeSalt Lake City, UT
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
- Aug 2026 – nowStrategic Advisers LLCCurrent firm
Contact Avery
(617) 563-7000Firm headquarters in Boston, MA. Ask for Avery. Salt Lake City, UTOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Avery
Tailored to Avery’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Avery
How do I contact Avery?
Call Strategic Advisers at (617) 563-7000 and ask for Avery Steele. Avery works from the Salt Lake City, UT office.
How long has Avery been a financial advisor?
Avery has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Avery hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Avery a fiduciary?
Avery is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Avery paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Avery 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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