Best Investors Account Sign in

Nicholas William Lombard

Strategic Advisers LLC

Salt Lake City, UT

Murray, UT

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Murray, UT • 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
Enterprise Rent-A-Car Ames IA 09/2021 03/2022
Hyvee Ames IA 11/2018 08/2021
Ada Enterprises Northwood IA 05/2018 08/2018
Karl Chevrolet Ankeny IA 02/2017 04/2017
Buffalo Wild Wings Ankeny IA 11/2016 11/2016
Party City Ankeny IA 10/2016 10/2016
Adt - Advanced Dent Technology Sioux City IA 06/2017 08/2017
Fidelity Investments Salt Lake City UT 03/2022 Present
Iowa State University Ames IA 01/2018 01/2021
Des Moines Area Community College Ankeny IA 08/2015 12/2017
Fidelity Investments Boston MA 03/2025 Present
  • 09/2021 → 03/2022
    Enterprise Rent-A-Car
    Ames, IA
  • 11/2018 → 08/2021
    Hyvee
    Ames, IA
  • 05/2018 → 08/2018
    Ada Enterprises
    Northwood, IA
  • 02/2017 → 04/2017
    Karl Chevrolet
    Ankeny, IA
  • 11/2016 → 11/2016
    Buffalo Wild Wings
    Ankeny, IA
  • 10/2016 → 10/2016
    Party City
    Ankeny, IA
  • 06/2017 → 08/2017
    Adt - Advanced Dent Technology
    Sioux City, IA
  • 03/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 01/2018 → 01/2021
    Iowa State University
    Ames, IA
  • 08/2015 → 12/2017
    Des Moines Area Community College
    Ankeny, IA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-28
  • S66 Uniform Combined State Law Examination
    2022-09-28
Other Names
  • Nicholas William Lombard
  • Nicholas Lombard

View on SEC IAPD

Other Firms

RUN VENTURES
LEP MANAGEMENT LLC
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES & ASSOCIATES, INC.
D.A. DAVIDSON & CO.
STRATOS WEALTH PARTNERS, LTD
LPL FINANCIAL LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

More in Salt Lake City, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor