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Nora Clifford

Strategic Advisers LLC

Larkspur, CA

Greenbrae, 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_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

601 Larkspur Landing Circle, Larkspur, CA 94939-1722 • United States

Greenbrae, 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
Wellspring Divorce Advisors San Rafael CA 05/2015 02/2019
Fonte Financial Advisors San Rafael CA 08/2015 02/2019
C2 Par Deux, Llc San Rafael CA 08/2015 02/2019
Axa-Advisors, Llc New York NY 02/2019 06/2020
Equitable Advisors, Llc New York NY 02/2019 11/2021
Forusall, Inc. Greenbrae CA 11/2021 12/2021
Forusall Advisors,Llc Greenbrae CA 12/2021 07/2022
Fidelity Investments Westlake CA 10/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → 02/2019
    Wellspring Divorce Advisors
    San Rafael, CA
  • 08/2015 → 02/2019
    Fonte Financial Advisors
    San Rafael, CA
  • 08/2015 → 02/2019
    C2 Par Deux, Llc
    San Rafael, CA
  • 02/2019 → 06/2020
    Axa-Advisors, Llc
    New York, NY
  • 02/2019 → 11/2021
    Equitable Advisors, Llc
    New York, NY
  • 11/2021 → 12/2021
    Forusall, Inc.
    Greenbrae, CA
  • 12/2021 → 07/2022
    Forusall Advisors,Llc
    Greenbrae, CA
  • 10/2022 → Present
    Fidelity Investments
    Westlake, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenbrae, CA
  • 2022-01-06 → 2022-10-05
    Forusall
    Greenbrae, CA
    Oakland, CA
  • 2019-03-11 → 2021-11-16
    Equitable Advisors, Llc
    Belvedere, CA
    San Francisco, CA
    San Francisco, CA
    San Rafael, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-08
S63 Uniform Securities Agent State Law Examination 1993-08-19
  • S66 Uniform Combined State Law Examination
    2019-03-08
  • S63 Uniform Securities Agent State Law Examination
    1993-08-19
Other Names
  • Nora Phelan
  • Nora Marie Phelan
  • Nora M Phelan
  • Nora Phelan Clifford
  • Nora Clifford

View on SEC IAPD

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JEFFREY LIMETA
GUSTAVO SANCHEZ

Other Offices

BROADWING CAPITAL ADVISORS, INC. · LARKSPUR, CA
PMB ADVISORS · LARKSPUR, CA
PMB ADVISORS · LARKSPUR, CA
EB FINANCIAL GROUP, LLC · LARKSPUR, CA
BEACON POINTE ADVISORS, LLC · Larkspur, CA
SHIRA RIDGE WEALTH MANAGEMENT · LARKSPUR, CA
WARM SPRINGS ADVISORS INC. · LARKSPUR, CA
AMERICAN PACIFIC GROUP · LARKSPUR, CA

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