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Joshua Nielsen

Strategic Advisers LLC

Reno, NV

Riverton, UT

Salt Lake City, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-07-22
TX RA APPROVED 2025-03-31
  • UT RA
    APPROVED
    Since 2026-07-22
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

5520 Kietzke Ln Suite 100, Reno, NV 89511-3040 • United States

Riverton, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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 Brokerage Services American Fork UT 07/2013 03/2024
Fidelity Personal And Workplace Advisors Boston MA 07/2018 03/2024
Fidelity Investments Reno NV 03/2024 Present
The Deal Haus Llc Ut UT 08/2023 02/2024
Uber Eats Ut UT 01/2024 01/2024
Fidelity Investments Ut UT 07/2013 08/2023
Fidelity Investments Boston MA 03/2025 Present
  • 07/2013 → 03/2024
    Fidelity Brokerage Services
    American Fork, UT
  • 07/2018 → 03/2024
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2024 → Present
    Fidelity Investments
    Reno, NV
  • 08/2023 → 02/2024
    The Deal Haus Llc
    Ut, UT
  • 01/2024 → 01/2024
    Uber Eats
    Ut, UT
  • 07/2013 → 08/2023
    Fidelity Investments
    Ut, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Reno, NV
  • 2018-07-13 → 2023-08-18
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Jacksonville, FL
  • 2013-08-13 → 2018-07-13
    Strategic Advisers Llc
    Salt Lake City, UT
  • 2013-01-08 → 2013-07-23
    Wells Fargo Clearing Services, Llc
    Salt Lake City, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-01-07
S63 Uniform Securities Agent State Law Examination 2008-03-14
  • S65 Uniform Investment Adviser Law Examination
    2013-01-07
  • S63 Uniform Securities Agent State Law Examination
    2008-03-14
Other Names
  • Joshua Charles Nielsen

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Reno, NV
EDWARD JONES · RENO, NV
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · RENO, NV
BENJAMIN F. EDWARDS & COMPANY, INC. · Reno, NV
LPL FINANCIAL LLC · RENO, NV
GW FINANCIAL · RENO, NV
TREO VENTURES, LLC · RENO, NV
ELEVAGE PARTNERS, LLC · RENO, NV

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