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Nancy H. Huynh

Strategic Advisers LLC

Surprise, 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_RES 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Surprise, 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
Usaa Financial Planning Services Insurance Agency Phoenix AZ 08/2016 05/2020
Usaa Financial Advisors Inc. Phoenix AZ 08/2017 05/2020
Charles Schwab & Co., Inc. Phoenix AZ 05/2020 10/2020
Fidelity Investments Phoenix AZ 12/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 05/2020
    Usaa Financial Planning Services Insurance Agency
    Phoenix, AZ
  • 08/2017 → 05/2020
    Usaa Financial Advisors Inc.
    Phoenix, AZ
  • 05/2020 → 10/2020
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 12/2020 → Present
    Fidelity Investments
    Phoenix, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-02-09
S63 Uniform Securities Agent State Law Examination 2017-10-27
  • S65 Uniform Investment Adviser Law Examination
    2018-02-09
  • S63 Uniform Securities Agent State Law Examination
    2017-10-27
Other Names
  • Nancy Huicochea Granda
  • Nancy H Huynh
  • Nancy Huicochea Huynh

View on SEC IAPD

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