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Nicholas Beis

Strategic Advisers LLC

Naperville, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-28
IL RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-06-28
  • IL RA
    APPROVED
    Since 2025-03-31

Branch Locations

Naperville, IL • 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 Brokerage Services Llc 245 Summer Street IL 03/2019 Present
Wilson & Wilson Estate Planning & Elder Law Llc Countryside IL 02/2017 02/2019
Bellock & Coogan Ltd 915 Harger Road, # 240 IL 05/2016 01/2017
Fidelity Investments Boston MA 03/2025 Present
  • 03/2019 → Present
    Fidelity Brokerage Services Llc
    245 Summer Street, IL
  • 02/2017 → 02/2019
    Wilson & Wilson Estate Planning & Elder Law Llc
    Countryside, IL
  • 05/2016 → 01/2017
    Bellock & Coogan Ltd
    915 Harger Road, # 240, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-02-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Schaumburg, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-06
  • S66 Uniform Combined State Law Examination
    2019-06-06
Other Names
  • Nicholas Alfred Beis
  • Nicholas A Beis

View on SEC IAPD

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