Best Investors Account Sign in

Nicholas D Aloisio

Strategic Advisers LLC

Mission Viejo, CA

Santa Ana, CA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-06
TX RA APPROVED 2025-06-06
  • CA RA
    APPROVED
    Since 2025-06-06
  • TX RA
    APPROVED
    Since 2025-06-06

Branch Locations

27101 Puerta Real Ste 160, Mission Viejo, CA 92691-8536 • United States

Santa Ana, 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
Mendocino Farms Pasadena CA 05/2022 07/2022
Gonzaga Univeristy Spokane WA 07/2022 05/2023
Fidelity Investments Mission Viejo CA 11/2024 Present
Fenix International Corporation Pasadena CA 05/2023 08/2023
Gonzaga University Spokane WA 08/2023 05/2024
Assumption Elementary School Pasadena CA 10/2014 08/2020
Unemployed Pasadena CA 05/2024 11/2024
Unemployed Pasadena CA 05/2021 08/2021
Gonzaga University Spokane WA 08/2021 05/2022
Gonzaga University Spokane CA 08/2020 05/2021
  • 05/2022 → 07/2022
    Mendocino Farms
    Pasadena, CA
  • 07/2022 → 05/2023
    Gonzaga Univeristy
    Spokane, WA
  • 11/2024 → Present
    Fidelity Investments
    Mission Viejo, CA
  • 05/2023 → 08/2023
    Fenix International Corporation
    Pasadena, CA
  • 08/2023 → 05/2024
    Gonzaga University
    Spokane, WA
  • 10/2014 → 08/2020
    Assumption Elementary School
    Pasadena, CA
  • 05/2024 → 11/2024
    Unemployed
    Pasadena, CA
  • 05/2021 → 08/2021
    Unemployed
    Pasadena, CA
  • 08/2021 → 05/2022
    Gonzaga University
    Spokane, WA
  • 08/2020 → 05/2021
    Gonzaga University
    Spokane, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-14
  • S66 Uniform Combined State Law Examination
    2025-05-14
Other Names
  • Nicholas Aloisio
  • Nick Dino Aloisio
  • Nicholas Dino Aloisio

View on SEC IAPD

Other Firms

EDWARD JONES
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
POINT WEST ASSET MANAGEMENT LLC

Other Investors

Brian Tracy Lam
Robert Joseph Brown
STEVEN DAVID SHIELDS
Karim A. Mekhail
Logan S. Sandhu
WESLEY GARY GUNTER
Carmelo Anthony Battaglia
WILLIAM RONALD EDDE

Other Offices

EDWARD JONES · MISSION VIEJO, CA
J.P. MORGAN SECURITIES LLC · MISSION VIEJO, CA
WELLS FARGO CLEARING SERVICES, LLC · MISSION VIEJO, CA
PFS INVESTMENTS INC. · MISSION VIEJO, CA
CETERA INVESTMENT ADVISERS LLC · MISSION VIEJO, CA
PFS INVESTMENTS INC. · MISSION VIEJO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MISSION VIEJO, CA
J.P. MORGAN SECURITIES LLC · MISSION VIEJO, CA

More in Mission Viejo, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor