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Marvine Lee Nelson

Strategic Advisers LLC

Westlake, TX

Dallas, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-13
  • TX RA
    APPROVED
    Since 2025-08-13

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Dallas, TX • 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 Jacksonville FL 07/2021 Present
Comcast Jacksonville FL 10/2017 07/2021
At&T Ocala FL 07/2014 10/2017
  • 07/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 10/2017 → 07/2021
    Comcast
    Jacksonville, FL
  • 07/2014 → 10/2017
    At&T
    Ocala, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-01
S63 Uniform Securities Agent State Law Examination 2021-11-11
  • S66 Uniform Combined State Law Examination
    2025-04-01
  • S63 Uniform Securities Agent State Law Examination
    2021-11-11
Other Names
  • Marvine Lee Nelson
  • Marvine Nelson

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

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