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Nicholas Almasov

Strategic Advisers LLC

Los Gatos, CA

Fremont, CA

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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_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

434 N Santa Cruz Ave, Los Gatos, CA 95030-5321 • United States

Fremont, 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
Bancwest Investment Services San Francisco CA 05/2016 05/2020
Bank Of The West San Francisco CA 05/2016 05/2020
Fidelity Brokerage Services Llc Los Gatos CA 05/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2016 → 05/2020
    Bancwest Investment Services
    San Francisco, CA
  • 05/2016 → 05/2020
    Bank Of The West
    San Francisco, CA
  • 05/2020 → Present
    Fidelity Brokerage Services Llc
    Los Gatos, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-06-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Los Gatos, CA
  • 2016-11-14 → 2020-05-05
    Bancwest Investment Services, Inc.
    San Francisco, CA
    San Francisco, CA
    Daly City, CA
    San Mateo, CA
    Burlingame, CA
    San Francisco, CA
    Daly City, CA
    Daly City, CA
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
    South San Francisco, CA
    San Francisco, CA
    Portland, OR
    Beaverton, OR
    Portland, OR
    Tacoma, WA
    Seattle, WA
    Gresham, OR
    Milwaukie, OR
    Portland, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-14
S63 Uniform Securities Agent State Law Examination 2015-07-07
  • S66 Uniform Combined State Law Examination
    2016-11-14
  • S63 Uniform Securities Agent State Law Examination
    2015-07-07
Other Names
  • Nicholas Takeshi Almasov
  • Nicholas Almasov

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
REACT INVESTMENT SOLUTIONS, LLC
LEGACY CAPITAL GROUP CALIFORNIA, INC.
INTEGRITY ALLIANCE, LLC.
CHARLES SCHWAB & CO., INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LOS GATOS FINANCIAL LLC
MAINSTREET FINANCIAL PLANNING, INC.

Other Investors

HARRY SAPUTRA
JENNIFER TRAN
ZACHARY D. LEVY
MARCELA GUADALUPE GONZALEZ
JOYCE WONG IRMER
LUCAS ORME
DIEU TRAN
ELYSSA JOY QUILLA VERZOSA

Other Offices

J.P. MORGAN SECURITIES LLC · LOS GATOS, CA
REACT INVESTMENT SOLUTIONS, LLC · LOS GATOS, CA
LEGACY CAPITAL GROUP CALIFORNIA, INC. · LOS GATOS, CA
INTEGRITY ALLIANCE, LLC. · Los Gatos, CA
CHARLES SCHWAB & CO., INC. · Los Gatos, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS GATOS, CA
LOS GATOS FINANCIAL LLC · LOS GATOS, CA
MAINSTREET FINANCIAL PLANNING, INC. · LOS GATOS, CA

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