Thinh Phuoc Nguyen

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

CA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Irvine, 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

Organization	City	State	From	To
Wells Fargo Funds Distributor, Llc	San Francisco	CA	04/2005	09/2017
Wells Fargo Funds Management, Llc	San Francisco	CA	04/2005	09/2017
Integrity Funds Distributor, Llc	Minot	ND	04/2019	01/2021
Unemployed	Irvine	CA	09/2017	03/2019
Fidelity Investments	Torrance	CA	01/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

04/2005 → 09/2017

Wells Fargo Funds Distributor, Llc

San Francisco, CA
04/2005 → 09/2017

Wells Fargo Funds Management, Llc

San Francisco, CA
04/2019 → 01/2021

Integrity Funds Distributor, Llc

Minot, ND
09/2017 → 03/2019

Unemployed

Irvine, CA
01/2021 → Present

Fidelity Investments

Torrance, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-01-28 → 2025-03-31

Fidelity Personal And Workplace Advisors

Torrance, CA
2005-04-15 → 2017-10-12

Allspring Funds Management, Llc

San Francisco, CA
2003-09-22 → 2004-07-28

A. G. Edwards & Sons, Inc.

Redwood City, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-09-19

S66 Uniform Combined State Law Examination

2003-09-19

View on SEC IAPD

More in Irvine, CA

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