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Nicolas Martinez-Mejia

Strategic Advisers LLC

Walnut Creek, CA

Pleasant Hill, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596-7235 • United States

Pleasant Hill, 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
Fidelity Investments Walnut Creek CA 03/2019 Present
Bank Of The West Danville CA 08/2017 03/2019
Army National Guard Fresno CA 11/2014 Present
Goals For Autism San Ramon CA 06/2017 08/2017
Comcast Concord CA 06/2016 01/2017
Fidelity Investments Boston MA 03/2025 Present
  • 03/2019 → Present
    Fidelity Investments
    Walnut Creek, CA
  • 08/2017 → 03/2019
    Bank Of The West
    Danville, CA
  • 11/2014 → Present
    Army National Guard
    Fresno, CA
  • 06/2017 → 08/2017
    Goals For Autism
    San Ramon, CA
  • 06/2016 → 01/2017
    Comcast
    Concord, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Walnut Creek, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-21
S63 Uniform Securities Agent State Law Examination 2020-01-21
  • S65 Uniform Investment Adviser Law Examination
    2020-09-21
  • S63 Uniform Securities Agent State Law Examination
    2020-01-21
Other Names
  • Nico Martinez
  • Nicolas Martinez

View on SEC IAPD

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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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