Nancy Chappell

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 05/2018
  Morgan Stanley
  Westlake Village, CA
• 01/2016 → 05/2018
  Morgan Stanley Private Bank, National Association
  New York, NY
• 05/2018 → Present
  Fidelity Brokerage Services Llc
  Thousand Oaks, CA
• 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
  Thousand Oaks, CA
  Thousand Oaks, CA
• 2018-06-14 → 2018-07-13
  Strategic Advisers Llc
  Thousand Oaks, CA
• 2016-01-20 → 2018-05-08
  Morgan Stanley
  Westlake Village, CA
  Pasadena, CA

Other Businesses

OBA-114388|OrgNmn:Conejo Valley Estate Planning Council|Org Addr:Thousand O,California,US|OBA Nature:Professional Development|Invst Rel:N|Title:Director|Duties:Board member|StrtDt:12-01-24|TotHrs/mon:2|TrdHrs/mon:2|OBA-128640|OrgNmn:Stone Talent Agency|Org Addr:Sherman Oa,California,US|OBA Nature:Talent Agency|Invst Rel:N|Title:Model|Duties:participate in photo and commerical shoots|StrtDt:|TotHrs/mon:6|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2016-01-20

Designations

• Certified Financial Planner

Other Names

• Nancy Suzanne Williams
• Nancy Suzanne Chappell