Best Investors Account Sign in

Nicholas Rivera

Strategic Advisers LLC

Washington, DC

Tysons Corner, VA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-06-15
DC RA APPROVED 2025-03-31
VA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-06-15
  • DC RA
    APPROVED
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Washington, DC • United States

1861 International Dr Suite 100, Tysons Corner, VA 22102-4410 • 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
Wells Fargo Bank Na Springfield VA 11/2011 02/2021
Wells Fargo Advisors Llc Springfield VA 04/2013 11/2016
Wells Fargo Clearing Services, Llc Springfield VA 11/2016 02/2021
Fidelity Investments Mclean VA 02/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2011 → 02/2021
    Wells Fargo Bank Na
    Springfield, VA
  • 04/2013 → 11/2016
    Wells Fargo Advisors Llc
    Springfield, VA
  • 11/2016 → 02/2021
    Wells Fargo Clearing Services, Llc
    Springfield, VA
  • 02/2021 → Present
    Fidelity Investments
    Mclean, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-02-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tysons Corner, VA
    Washington, DC
  • 2013-07-08 → 2021-02-12
    Wells Fargo Clearing Services, Llc
    Springfield, VA
    Mclean, VA
    Annandale, VA
    Alexandria, VA
    Mclean, VA
Other Businesses

OBA-18062|OrgNmn:Real Estate Investor|Org Addr:Washington,District o,US|OBA Nature:real estate|Invst Rel:Y|Title:owner|Duties:owner of property|StrtDt:02-01-21|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-07-06
S63 Uniform Securities Agent State Law Examination 2013-06-12
  • S65 Uniform Investment Adviser Law Examination
    2013-07-06
  • S63 Uniform Securities Agent State Law Examination
    2013-06-12
Other Names
  • Nicholas Rivera
  • Nicholas Alan Rivera

View on SEC IAPD

More in Washington, DC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor