Best Investors Account Sign in

Samantha Nelson

Strategic Advisers LLC

Pflugerville, TX

Austin, TX

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Pflugerville, TX • United States

11501 Alterra Pkwy Ste 115 & 550, Austin, TX 78758-3201 • 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
Charles Schwab & Co., Inc. Austin TX 09/2015 01/2017
Fidelity Brokerage Services Llc Austin TX 02/2017 07/2017
Fidelity Brokerage Services Llc Austin TX 07/2017 01/2020
Unemployed Austin TX 01/2020 06/2020
Fidelity Brokerage Services Llc Austin TX 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2015 → 01/2017
    Charles Schwab & Co., Inc.
    Austin, TX
  • 02/2017 → 07/2017
    Fidelity Brokerage Services Llc
    Austin, TX
  • 07/2017 → 01/2020
    Fidelity Brokerage Services Llc
    Austin, TX
  • 01/2020 → 06/2020
    Unemployed
    Austin, TX
  • 06/2020 → Present
    Fidelity Brokerage Services Llc
    Austin, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-07-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Austin, TX
    Austin, TX
    Pflugerville, TX
  • 2018-07-13 → 2020-01-30
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2017-09-06 → 2018-07-13
    Strategic Advisers Llc
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-30
S63 Uniform Securities Agent State Law Examination 2016-03-11
  • S66 Uniform Combined State Law Examination
    2017-08-30
  • S63 Uniform Securities Agent State Law Examination
    2016-03-11
Other Names
  • Samantha Brooke Norton
  • Samantha Norton
  • Samantha Brooke Nelson

View on SEC IAPD

More in Pflugerville, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor