Best Investors Account Sign in

Kristin Nickerson

Strategic Advisers LLC

Manhattan Beach, CA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Manhattan Beach, CA • 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
Citizens Bank Plymouth MA 08/2015 12/2017
Citizens Securities, Inc. Plymouth MA 08/2015 12/2017
Citizens Bank Westwood MA 12/2017 10/2021
Fidelity Investments Smithfield RI 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2015 → 12/2017
    Citizens Bank
    Plymouth, MA
  • 08/2015 → 12/2017
    Citizens Securities, Inc.
    Plymouth, MA
  • 12/2017 → 10/2021
    Citizens Bank
    Westwood, MA
  • 10/2021 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-01-24
S63 Uniform Securities Agent State Law Examination 2003-05-05
  • S65 Uniform Investment Adviser Law Examination
    2013-01-24
  • S63 Uniform Securities Agent State Law Examination
    2003-05-05
Other Names
  • Kristin Jane Mellstrom
  • Kristin Jane Mellstrom
  • Kristin M Nickerson

View on SEC IAPD

More in Manhattan Beach, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor