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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-31
WI RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • WI RA
    APPROVED
    Since 2025-03-31

Branch Locations

8235 Greenway Blvd, Middleton, WI 53562-3581 • United States

Verona, WI • 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
Macro Trading Inc. Chicago IL 12/2010 04/2017
High Point Family Office Llc Verona WI 04/2017 03/2023
Fidelity Investments Middleton WI 03/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2010 → 04/2017
    Macro Trading Inc.
    Chicago, IL
  • 04/2017 → 03/2023
    High Point Family Office Llc
    Verona, WI
  • 03/2023 → Present
    Fidelity Investments
    Middleton, WI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Middleton, WI
  • 2023-01-25 → 2023-04-19
    Highpoint Family Office Llc
    Verona, WI
  • 2018-04-02 → 2018-08-17
    High Point Family Office, L.L.C.
    Verona, WI
  • 2013-01-02 → 2016-12-31
    High Point Family Office, L.L.C.
    Verona, WI
Other Businesses

OBA-126299|OrgNmn:Fitchburg Fire Department|Org Addr:Fitchburg,Wisconsin,US|OBA Nature:Fire Department|Invst Rel:N|Title:Employee|Duties:Community education, support of Firefighters, and Fire Chief|StrtDt:01-05-26|TotHrs/mon:2|TrdHrs/mon:0|OBA-98090|OrgNmn:Orange Shoe|Org Addr:Middleton,Wisconsin,US|OBA Nature:Personal Training Studio|Invst Rel:N|Title:Employee|Duties:Personal Training and group class instruction|StrtDt:03-27-23|TotHrs/mon:6|TrdHrs/mon:0|OBA-98069|OrgNmn:Nabeel Qureshi|Org Addr:madison,Wisconsin,US|OBA Nature:Real Estate Agent|Invst Rel:Y|Title:Independent Contractor|Duties:Refer business to real estate agents in the industry.|StrtDt:04-05-23|TotHrs/mon:1|TrdHrs/mon:0|OBA-98068|OrgNmn:Upper Iowa University|Org Addr:Fayette,Iowa,US|OBA Nature:Teach Macroeconomics and Micro|Invst Rel:N|Title:Employee|Duties:Educate students about the economy and consumer behavior.|StrtDt:01-07-17|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-03-21
S65 Uniform Investment Adviser Law Examination 2012-08-04
  • S63 Uniform Securities Agent State Law Examination
    2023-03-21
  • S65 Uniform Investment Adviser Law Examination
    2012-08-04
Other Names
  • Nabeel Ahmad Qureshi
  • Nabeel A Qureshi

View on SEC IAPD

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