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Nicole Eden Wright

Strategic Advisers LLC

Sunnyvale, CA

Milpitas, CA

CRD 7075061

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-07
  • CA RA
    APPROVED
    Since 2026-05-07

Branch Locations

398 W. El Camino Real Suite 102, Sunnyvale, CA 94087-1398 • United States

Milpitas, CA • 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
Happy Homes Cleaning Company Denver CO 01/2018 03/2018
Drive Time Denver CO 07/2015 11/2017
Nissan Aurora CO 06/2018 09/2018
Fidelity Investments Greenwood Village CO 02/2019 06/2020
Robinhood Llc Denver CO 06/2020 08/2022
Mile High Honda Denver CO 09/2018 01/2019
Autonation Northglenn CO 04/2018 06/2018
Unemployed Denver CO 08/2022 10/2022
Tru Green Westminister CO 03/2018 04/2018
Unemployed Denver CO 11/2017 03/2018
Eden Gardens Rental Denver CO 10/2022 02/2026
Northwestern Mutual Life Insurance Company Milwaukee WI 04/2023 01/2026
Northwestern Mutual Investment Services Llc Greenwood Village CO 05/2023 01/2026
Masterworks Denver CO 05/2023 02/2026
Northwestern Mutual Wealth Management Company Milwaukee WI 07/2023 01/2026
Fidelity Investments Sunnyvale CA 02/2026 Present
  • 01/2018 → 03/2018
    Happy Homes Cleaning Company
    Denver, CO
  • 07/2015 → 11/2017
    Drive Time
    Denver, CO
  • 06/2018 → 09/2018
    Nissan
    Aurora, CO
  • 02/2019 → 06/2020
    Fidelity Investments
    Greenwood Village, CO
  • 06/2020 → 08/2022
    Robinhood Llc
    Denver, CO
  • 09/2018 → 01/2019
    Mile High Honda
    Denver, CO
  • 04/2018 → 06/2018
    Autonation
    Northglenn, CO
  • 08/2022 → 10/2022
    Unemployed
    Denver, CO
  • 03/2018 → 04/2018
    Tru Green
    Westminister, CO
  • 11/2017 → 03/2018
    Unemployed
    Denver, CO
  • 10/2022 → 02/2026
    Eden Gardens Rental
    Denver, CO
  • 04/2023 → 01/2026
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 05/2023 → 01/2026
    Northwestern Mutual Investment Services Llc
    Greenwood Village, CO
  • 05/2023 → 02/2026
    Masterworks
    Denver, CO
  • 07/2023 → 01/2026
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 02/2026 → Present
    Fidelity Investments
    Sunnyvale, CA
Other Businesses

OBA-127393|OrgNmn:Eden Gardens Rental|Org Addr:Denver,Colorado,US|OBA Nature:Mid and long-term rental, focu|Invst Rel:Y|Title:Sole Proprietor|Duties:Oversight of property management and maintenance|StrtDt:02-16-26|TotHrs/mon:30|TrdHrs/mon:15|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-29
S63 Uniform Securities Agent State Law Examination 2019-05-17
  • S65 Uniform Investment Adviser Law Examination
    2026-04-29
  • S63 Uniform Securities Agent State Law Examination
    2019-05-17
Other Names
  • Nicole Eden Wright
  • Nicole Wright
  • Nicky Wright
  • Nicole E Wright
  • Nicky Wright Wright

View on SEC IAPD

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