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Nassim H Elias

Strategic Advisers LLC

Ponte Vedra Beach, FL

Jacksonville, FL

Ponte Vedra Beach, FL

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

822 A1A N Suite 100, Ponte Vedra Beach, FL 32082-3286 • United States

Jacksonville, FL • United States

822 North Highway A1A Suite 109, Ponte Vedra Beach, FL 32082-3260 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Jacksonville FL 06/2009 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2009 → Present
    Fidelity Investments
    Jacksonville, FL
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Ponte Vedra Beach, FL
    Jacksonville, FL
  • 2009-07-20 → 2018-07-13
    Strategic Advisers Llc
    Jacksonville, FL
  • 2005-07-06 → 2009-06-09
    Truist Investment Services, Inc.
    Jacksonville, FL
    Amelia Island, FL
    Fernandina Beach, FL
    Jacksonville, FL
    Jacksonville, FL
    Jacksonville, FL
    Jacksonville, FL
    Jacksonville, FL
    Jacksonville, FL
    Jacksonville, FL
    Jacksonville, FL
    Neptune Beach, FL
    Jacksonville, FL
    Jacksonville, FL
    Jacksonville, FL
    Orange Park, FL
    Jacksonville, FL
    Jacksonville, FL
    Jacksonville, FL
    Orange Park, FL
    Jacksonville, FL
    Jacksonville, FL
    Jacksonville, FL
    Ponte Vedra Beach, FL
    Ponte Vedra Beach, FL
    Jacksonville, FL
    Ponte Vedra, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-05-09
S63 Uniform Securities Agent State Law Examination 1999-11-08
  • S66 Uniform Combined State Law Examination
    2006-05-09
  • S63 Uniform Securities Agent State Law Examination
    1999-11-08
Designations

View on SEC IAPD

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