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Nicole Loren Mcgraw

Strategic Advisers LLC

Chicago, IL

Salt Lake City, UT

Salt Lake City, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-07-15
TX RA APPROVED 2025-03-31
  • UT RA
    APPROVED
    Since 2026-07-15
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

One North Lasalle Street, Chicago, IL 60602-3902 • United States

Salt Lake City, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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
Goldfish Swim School St. Charles IL 10/2016 05/2017
Nowfoods Bloomingdale IL 06/2017 08/2017
Noodles And Company Orem UT 06/2018 06/2018
Silverfire Media Orem UT 06/2018 05/2019
Captioncall Orem UT 07/2019 07/2021
Student St. Charles IL 01/2011 10/2016
Student St. Charles IL 08/2017 06/2018
Fidelity Investments American Fork UT 08/2021 Present
Utah Valley University Orem UT 01/2018 05/2021
Fidelity Investments Boston MA 03/2025 Present
  • 10/2016 → 05/2017
    Goldfish Swim School
    St. Charles, IL
  • 06/2017 → 08/2017
    Nowfoods
    Bloomingdale, IL
  • 06/2018 → 06/2018
    Noodles And Company
    Orem, UT
  • 06/2018 → 05/2019
    Silverfire Media
    Orem, UT
  • 07/2019 → 07/2021
    Captioncall
    Orem, UT
  • 01/2011 → 10/2016
    Student
    St. Charles, IL
  • 08/2017 → 06/2018
    Student
    St. Charles, IL
  • 08/2021 → Present
    Fidelity Investments
    American Fork, UT
  • 01/2018 → 05/2021
    Utah Valley University
    Orem, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-28
S63 Uniform Securities Agent State Law Examination 2022-01-07
  • S66 Uniform Combined State Law Examination
    2022-10-28
  • S63 Uniform Securities Agent State Law Examination
    2022-01-07
Other Names
  • Nicole Loren Mcgraw
  • Nicole Mcgraw

View on SEC IAPD

Other Firms

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PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC
GUGGENHEIM INVESTMENTS
PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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