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Joseph D Nelson

Strategic Advisers LLC

Winston Salem, NC

Greensboro, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
VA RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Winston Salem, NC • United States

609 Green Valley Rd, Greensboro, NC 27408-7717 • 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 Llc Greenwood Village CO 05/2015 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → Present
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 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
    Winston Salem, NC
    Greensboro, NC
  • 2016-08-17 → 2018-07-13
    Strategic Advisers Llc
    Raleigh, NC
    Winston-Salem, NC
Other Businesses

OBA-65949|OrgNmn:Real Estate|Org Addr:Winston Sa,North Caro,US|OBA Nature:Planning to start an LLC for r|Invst Rel:Y|Title:Officer|Duties:Buying properties to build, renovate, rent or sell.|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|OBA-130659|OrgNmn:Green Pastures Farmstead|Org Addr:Pilot Moun,North Caro,US|OBA Nature:Personal farm primarily servin|Invst Rel:N|Title:Sole Proprietor|Duties:Duties include maintaining a small-scale farm operation, caring for a limited number of animals, and growing food for personal use with occasi|StrtDt:|TotHrs/mon:7|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-02
S63 Uniform Securities Agent State Law Examination 2015-07-13
  • S66 Uniform Combined State Law Examination
    2016-08-02
  • S63 Uniform Securities Agent State Law Examination
    2015-07-13
Other Names
  • Joey Daniel Nelson
  • Joseph Daniel Nelson

View on SEC IAPD

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