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Nancy Naiman

Strategic Advisers LLC

Scottsdale, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Scottsdale, AZ • 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
The Vanguard Group, Inc. Scottsdale AZ 02/2020 12/2021
U.S. Bank Phoenix AZ 05/2016 01/2020
Scottsdale Community College Scottsdale AZ 08/2018 12/2019
Ann Taylor Scottsdale AZ 10/2016 02/2021
Fidelity Investments Westlake TX 12/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2020 → 12/2021
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 05/2016 → 01/2020
    U.S. Bank
    Phoenix, AZ
  • 08/2018 → 12/2019
    Scottsdale Community College
    Scottsdale, AZ
  • 10/2016 → 02/2021
    Ann Taylor
    Scottsdale, AZ
  • 12/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Scottsdale, AZ
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-01
S63 Uniform Securities Agent State Law Examination 2020-10-08
  • S66 Uniform Combined State Law Examination
    2022-11-01
  • S63 Uniform Securities Agent State Law Examination
    2020-10-08

View on SEC IAPD

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