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Nickelos Coates

Strategic Advisers LLC

South 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
TX RA APPROVED 2025-05-15
UT RA APPROVED 2025-05-15
  • TX RA
    APPROVED
    Since 2025-05-15
  • UT RA
    APPROVED
    Since 2025-05-15

Branch Locations

South 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
Fidelity Investments Salt Lake City UT 09/2022 Present
Salt Lake County Justice Court Salt Lake City UT 12/2007 09/2022
  • 09/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 12/2007 → 09/2022
    Salt Lake County Justice Court
    Salt Lake City, UT
Other Businesses

OBA-91650|OrgNmn:DoorDash, Inc|Org Addr:San Franci,California,US|OBA Nature:Technology/Delivery|Invst Rel:N|Title:Independent Contractor|Duties:Deliver food to customers assigned to DoorDash|StrtDt:12-01-20|TotHrs/mon:30|TrdHrs/mon:0|OBA-100438|OrgNmn:Amazon Flex|Org Addr:Breinigsvi,Pennsylvan,US|OBA Nature:Delivery|Invst Rel:N|Title:Independent Contractor|Duties:deliver packages |StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-18
S63 Uniform Securities Agent State Law Examination 2023-03-08
  • S66 Uniform Combined State Law Examination
    2025-04-18
  • S63 Uniform Securities Agent State Law Examination
    2023-03-08
Other Names
  • Nickelos James Coates
  • Nick Coates

View on SEC IAPD

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