Samuel Nixon

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2020 → Present
  Fidelity Invesments
  Greenwood Village, CO
• 04/2020 → 10/2020
  Kroger - King Soopers
  Castle Rock, CO
• 08/2014 → 05/2019
  Colorado School Of Mines
  Golden, CO
• 05/2019 → 04/2020
  Unemployed
  Castle Rock, CO
• 08/2018 → 06/2019
  Red Robin
  Arvada, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-05-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2022-03-24
• S63 Uniform Securities Agent State Law Examination
  2021-03-05

Other Names

• Samuel Nixon
• Samuel Paul Nixon