Nixon Marc

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → 07/2019
  J.P. Morgan Securities Llc
  New York, NY
• 07/2019 → 05/2022
  E*Trade Securities Llc
  Alpharetta, GA
• 07/2019 → 05/2022
  E*Trade Capital Management, Llc
  Alpharetta, GA
• 05/2022 → 04/2023
  Unemployed
  Suwanee, GA
• 04/2023 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-08-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Suwanee, GA
• 2019-07-12 → 2022-06-28
  Harrisdirect Llc
  Arlington, VA
  Alpharetta, GA
  Alpharetta, GA
• 2014-06-17 → 2019-07-03
  J.P. Morgan Securities Llc
  Staten Island, NY
  New York, NY
  Bronx, NY
  Bronx, NY
  Bronx, NY
  Bronx, NY
  Bronx, NY
  Bronx, NY
  Bronx, NY
  Bronx, NY
  New York, NY
  Bronx, NY
  Bronx, NY
• 2013-11-01 → 2014-06-25
  Morgan Stanley
  New York, NY

Other Businesses

OBA-98719|OrgNmn:Nixon & Co LLC|Org Addr:Suwanee,Georgia,US|OBA Nature:Airbnb |Invst Rel:N|Title:Sole Proprietor|Duties:owner of company. All duties have been delgated to the respective persons.|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2013-10-31
• S63 Uniform Securities Agent State Law Examination
  2011-04-08

Other Names

• Marc Nixon