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Nicholas Chin

Strategic Advisers LLC

Dublin, CA

Pleasanton, 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 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

4500 A Tassajara Road, Dublin, CA 94568-4608 • United States

Pleasanton, 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
Fidelity Investments Dublin CA 06/2022 Present
Uncle Credit Union Pleasanton CA 01/2022 06/2022
Bridge Bank San Jose CA 06/2021 08/2021
Pho Tai Dublin CA 08/2019 02/2020
Vitality Bowls Dublin CA 08/2019 12/2019
85 Degree Bakery Pleasanton CA 03/2019 06/2019
Amazon Fulfillment Center Newark CA 11/2018 01/2019
Hub925 Pleasanton CA 07/2017 06/2018
Vitality Bowls Dublin CA 01/2016 04/2017
Middle/High School Pleasanton CA 01/2012 06/2017
Las Positas Community College Livermore CA 08/2017 05/2019
San Jose State University San Jose CA 08/2020 05/2022
Unemployed Pleasanton CA 03/2020 08/2020
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → Present
    Fidelity Investments
    Dublin, CA
  • 01/2022 → 06/2022
    Uncle Credit Union
    Pleasanton, CA
  • 06/2021 → 08/2021
    Bridge Bank
    San Jose, CA
  • 08/2019 → 02/2020
    Pho Tai
    Dublin, CA
  • 08/2019 → 12/2019
    Vitality Bowls
    Dublin, CA
  • 03/2019 → 06/2019
    85 Degree Bakery
    Pleasanton, CA
  • 11/2018 → 01/2019
    Amazon Fulfillment Center
    Newark, CA
  • 07/2017 → 06/2018
    Hub925
    Pleasanton, CA
  • 01/2016 → 04/2017
    Vitality Bowls
    Dublin, CA
  • 01/2012 → 06/2017
    Middle/High School
    Pleasanton, CA
  • 08/2017 → 05/2019
    Las Positas Community College
    Livermore, CA
  • 08/2020 → 05/2022
    San Jose State University
    San Jose, CA
  • 03/2020 → 08/2020
    Unemployed
    Pleasanton, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Dublin, CA
Other Businesses

OBA-129375|OrgNmn:The Pantry|Org Addr:Pleasanton,California,US|OBA Nature:Charcuterie food cart |Invst Rel:N|Title:Event Assistant|Duties:helping on as needed basis for setting up and tranporting materials to events|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-26
S63 Uniform Securities Agent State Law Examination 2023-02-15
  • S65 Uniform Investment Adviser Law Examination
    2023-10-26
  • S63 Uniform Securities Agent State Law Examination
    2023-02-15
Other Names
  • Nicholas Adam Chin
  • Nicholas Chin

View on SEC IAPD

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ALTA VIA CAPITAL
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Other Investors

DANIEL J QUINN
MASOUD RAHIMI
KAI LI
JUSTIN T SAAR
ARYIKA SINGH
TRICCIA MARIE BANA
DANIELLE L. PETTIETTE ERLINGER
ANDREW DE LA VEGA

Other Offices

HARMONEY CAPITAL LLC · DUBLIN, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · DUBLIN, CA
J.P. MORGAN SECURITIES LLC · DUBLIN, CA
FINCOP FINANCIAL PLANNING · DUBLIN, CA
J.P. MORGAN SECURITIES LLC · Pleasanton, CA
ACUMAIN CAPITAL, LLC · PLEASANTON, CA
ALTA VIA CAPITAL · PLEASANTON, CA
WEALTHPAVER · PLEASANTON, CA

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