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Nicholas James Muro

Strategic Advisers LLC

Ogden, UT

Salt Lake City, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-03-04
TX RA APPROVED 2026-03-03
  • UT RA
    APPROVED
    Since 2026-03-04
  • TX RA
    APPROVED
    Since 2026-03-03

Branch Locations

Ogden, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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 Clearing Services, Llc Laguna Niguel CA 07/2022 03/2023
Wells Fargo Bank, Na Laguna Niguel CA 07/2018 07/2022
Cinemark Huntington Beach CA 03/2016 02/2017
Nektar Juice Bar Irvine CA 09/2017 05/2018
Unemployed Full Time Student Irvine CA 03/2017 08/2017
Geneva Financial Rancho Santa Margarita CA 03/2023 07/2025
Psycho Bunny Salt Lake City UT 07/2025 09/2025
Vuori Farmington UT 09/2025 10/2025
Fidelity Investments Salt Lake City UT 10/2025 Present
  • 07/2022 → 03/2023
    Wells Fargo Clearing Services, Llc
    Laguna Niguel, CA
  • 07/2018 → 07/2022
    Wells Fargo Bank, Na
    Laguna Niguel, CA
  • 03/2016 → 02/2017
    Cinemark
    Huntington Beach, CA
  • 09/2017 → 05/2018
    Nektar Juice Bar
    Irvine, CA
  • 03/2017 → 08/2017
    Unemployed Full Time Student
    Irvine, CA
  • 03/2023 → 07/2025
    Geneva Financial
    Rancho Santa Margarita, CA
  • 07/2025 → 09/2025
    Psycho Bunny
    Salt Lake City, UT
  • 09/2025 → 10/2025
    Vuori
    Farmington, UT
  • 10/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
Other Businesses

OBA-124733|OrgNmn:Vuori|Org Addr:Farmington,Utah,US|OBA Nature:Retail Clothing Store|Invst Rel:N|Title:Employee|Duties:Cashier - selling clothes |StrtDt:08-07-25|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-27
S63 Uniform Securities Agent State Law Examination 2022-09-29
  • S66 Uniform Combined State Law Examination
    2026-02-27
  • S63 Uniform Securities Agent State Law Examination
    2022-09-29
Other Names
  • Nicholas James Muro
  • Nicholas Muro

View on SEC IAPD

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