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Kolby Nield

Strategic Advisers LLC

Scottsdale, AZ

Phoenix, 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 2026-04-09
TX RA APPROVED 2025-03-31
  • AZ RA
    APPROVED
    Since 2026-04-09
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Scottsdale, AZ • United States

3240 East Camelback Road, Phoenix, AZ 85018-2335 • 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
Fidelity Investments Salt Lake City UT 09/2021 Present
Mountain America Credit Union Salt Lake City UT 03/2020 09/2021
Evolution Community Management Orem UT 02/2019 03/2020
Squeeze Media Group American Fork UT 05/2018 06/2018
Hansen Renovations Provo UT 06/2018 02/2019
Roberts Development Orem UT 01/2018 03/2020
Vivint Inc Lindon UT 01/2018 05/2018
Vivint Inc Cedar City UT 07/2017 01/2018
Church Of Jesus Christ Of Latter-Day Saints Wichita KS 06/2015 06/2017
Uvu Money Management Resource Center Orem UT 08/2019 05/2020
Utah Valley University Orem UT 01/2018 05/2021
Fidelity Investments Boston MA 03/2025 Present
Fidelity Brokerage Services Llc Salt Lake City UT 03/2026 Present
Strategic Advisers Llc Salt Lake City UT 03/2026 Present
  • 09/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2020 → 09/2021
    Mountain America Credit Union
    Salt Lake City, UT
  • 02/2019 → 03/2020
    Evolution Community Management
    Orem, UT
  • 05/2018 → 06/2018
    Squeeze Media Group
    American Fork, UT
  • 06/2018 → 02/2019
    Hansen Renovations
    Provo, UT
  • 01/2018 → 03/2020
    Roberts Development
    Orem, UT
  • 01/2018 → 05/2018
    Vivint Inc
    Lindon, UT
  • 07/2017 → 01/2018
    Vivint Inc
    Cedar City, UT
  • 06/2015 → 06/2017
    Church Of Jesus Christ Of Latter-Day Saints
    Wichita, KS
  • 08/2019 → 05/2020
    Uvu Money Management Resource Center
    Orem, UT
  • 01/2018 → 05/2021
    Utah Valley University
    Orem, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
  • 03/2026 → Present
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 03/2026 → Present
    Strategic Advisers Llc
    Salt Lake City, UT
Previous Registrations
  • 2022-04-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-07
  • S66 Uniform Combined State Law Examination
    2022-03-07
Designations
Other Names
  • Kolby H Nield
  • Kolby Nield

View on SEC IAPD

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