Nils Bierkamp

Fidelity Institutional Wealth Adviser LLC

Ladera Ranch, CA

CRD 6581893

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Employer firm

Fidelity Institutional Wealth Adviser LLC CRD 301896

$9.38B regulatory AUM 64,306 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
Educational seminars
OVERLAY PORTFOLIO MANAGEMENT; NON-DISCRETIONARY INVESTMENT ADVICE

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

Current Employers

Fidelity Institutional Wealth Adviser Llc

245 Summer Street, Boston, MA 02210 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2020-12-21
RI	RA	APPROVED	2020-09-29
TX	RA	APPROVED	2020-09-29

CA RA
APPROVED

Since 2020-12-21
RI RA
APPROVED

Since 2020-09-29
TX RA
APPROVED

Since 2020-09-29

Branch Locations

Ladera Ranch, 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

Organization	City	State	From	To
Wells Fargo Advisors, Llc	San Francisco	CA	02/2016	11/2016
Wells Fargo Clearing Services, Llc	San Francisco	CA	11/2016	12/2017
Fidelity Investments	Smithfield	RI	12/2017	Present

02/2016 → 11/2016

Wells Fargo Advisors, Llc

San Francisco, CA
11/2016 → 12/2017

Wells Fargo Clearing Services, Llc

San Francisco, CA
12/2017 → Present

Fidelity Investments

Smithfield, RI

Previous Registrations

2016-06-21 → 2017-12-15

Wells Fargo Clearing Services, Llc

San Francisco, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-09-28

S66 Uniform Combined State Law Examination

2020-09-28

Other Names

Nils Bierkamp
Nils Oliver Bierkamp

View on SEC IAPD

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