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Karl Nyberg

Strategic Advisers LLC

Davie, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Davie, FL • 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
Wells Fargo Advisors Llc Welllington FL 04/2016 11/2016
Wells Fargo Bank Na Wellington FL 11/2015 02/2022
Wells Fargo Clearing Services, Llc Welllington FL 11/2016 02/2022
River Financial San Francisco CA 02/2022 02/2023
Fidelity Investments Davie FL 03/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2016 → 11/2016
    Wells Fargo Advisors Llc
    Welllington, FL
  • 11/2015 → 02/2022
    Wells Fargo Bank Na
    Wellington, FL
  • 11/2016 → 02/2022
    Wells Fargo Clearing Services, Llc
    Welllington, FL
  • 02/2022 → 02/2023
    River Financial
    San Francisco, CA
  • 03/2023 → Present
    Fidelity Investments
    Davie, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Davie, FL
  • 2021-06-07 → 2022-02-18
    Wells Fargo Clearing Services, Llc
    Wellington, FL
    Boca Raton, FL
    Davie, FL
    Fort Lauderdale, FL
    Hollywood, FL
    Hollywood, FL
Other Businesses

OBA-120164|OrgNmn:N2 investments LLC|Org Addr:Davie,Florida,US|OBA Nature:Single family home real estate|Invst Rel:Y|Title:MGR|Duties:collect rent, hire repair work when needed|StrtDt:07-02-25|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-04
S63 Uniform Securities Agent State Law Examination 2016-06-15
  • S66 Uniform Combined State Law Examination
    2021-06-04
  • S63 Uniform Securities Agent State Law Examination
    2016-06-15
Other Names
  • Karl Nyberg
  • Karl Michael Nyberg

View on SEC IAPD

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