Best Investors Account Sign in

Wylie Lars Nelson

Strategic Advisers LLC

Reno, NV

Reno, NV

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
NV RA APPROVED 2025-09-15
  • TX RA
    APPROVED
    Since 2026-01-08
  • NV RA
    APPROVED
    Since 2025-09-15

Branch Locations

5520 Kietzke Ln Suite 100, Reno, NV 89511-3040 • United States

Reno, NV • 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
Scottrade Reno NV 08/2014 08/2017
Unemployed Reno NV 08/2017 03/2018
Edward Jones St.LOuis MO 03/2018 10/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Sparks NV 02/2019 01/2022
Bank Of America, N.A. Sparks NV 02/2019 01/2022
John Crandle Tree Care Reno NV 11/2018 02/2019
Fidelity Investments Boca Raton FL 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2014 → 08/2017
    Scottrade
    Reno, NV
  • 08/2017 → 03/2018
    Unemployed
    Reno, NV
  • 03/2018 → 10/2018
    Edward Jones
    St.LOuis, MO
  • 02/2019 → 01/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Sparks, NV
  • 02/2019 → 01/2022
    Bank Of America, N.A.
    Sparks, NV
  • 11/2018 → 02/2019
    John Crandle Tree Care
    Reno, NV
  • 02/2022 → Present
    Fidelity Investments
    Boca Raton, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
  • 2019-02-20 → 2022-01-19
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Sparks, NV
    Reno, NV
    Reno, NV
    Sparks, NV
  • 2018-04-02 → 2018-10-25
    Edward Jones
    Reno, NV
  • 2017-02-28 → 2017-09-05
    Scottrade Investment Management
    Saint Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-17
S63 Uniform Securities Agent State Law Examination 2014-12-18
  • S66 Uniform Combined State Law Examination
    2017-02-17
  • S63 Uniform Securities Agent State Law Examination
    2014-12-18
Other Names
  • Wylie Lars Nelson
  • Wylie Nelson

View on SEC IAPD

Other Firms

MORGAN STANLEY
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BENJAMIN F. EDWARDS & COMPANY, INC.
LPL FINANCIAL LLC
GW FINANCIAL
TREO VENTURES, LLC
ELEVAGE PARTNERS, LLC

Other Investors

LEONARD R WOHLETZ
ANGEL MARIE SANDOVAL
RYAN SCOTT GROSS
JAMES WARREN FRIEDLAN
SUNTALEE KOOZER
MITCHELL J MOUNTAIN
Alexander Mallett
Jared D Marchegger

Other Offices

MORGAN STANLEY · Reno, NV
EDWARD JONES · RENO, NV
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · RENO, NV
BENJAMIN F. EDWARDS & COMPANY, INC. · Reno, NV
LPL FINANCIAL LLC · RENO, NV
GW FINANCIAL · RENO, NV
TREO VENTURES, LLC · RENO, NV
ELEVAGE PARTNERS, LLC · RENO, NV

More in Reno, NV

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor