Best Investors Account Sign in

Nicholas M Oconnor

Strategic Advisers LLC

Walnut Creek, CA

Walnut Creek, CA

Claim This Profile
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

2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596-7235 • United States

Walnut Creek, 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
Exp Realty Bellingham WA 04/2022 01/2023
Better Mortgage Oakland CA 04/2021 08/2022
Colliers International Oakland CA 10/2019 04/2021
Instacart San Francisco CA 04/2020 06/2020
Lendingclub San Francisco CA 06/2018 10/2019
Lyft San Francisco CA 03/2015 06/2018
Bevmo San Diego CA 08/2017 12/2017
Bevmo Walnut Creek CA 01/2017 07/2017
Pasta Primavera Walnut Creek CA 01/2017 06/2017
Willis Tower Watson San Diego CA 08/2016 12/2016
San Diego State University San Diego CA 08/2017 12/2017
Fidelity Investments Walnut Creek CA 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2022 → 01/2023
    Exp Realty
    Bellingham, WA
  • 04/2021 → 08/2022
    Better Mortgage
    Oakland, CA
  • 10/2019 → 04/2021
    Colliers International
    Oakland, CA
  • 04/2020 → 06/2020
    Instacart
    San Francisco, CA
  • 06/2018 → 10/2019
    Lendingclub
    San Francisco, CA
  • 03/2015 → 06/2018
    Lyft
    San Francisco, CA
  • 08/2017 → 12/2017
    Bevmo
    San Diego, CA
  • 01/2017 → 07/2017
    Bevmo
    Walnut Creek, CA
  • 01/2017 → 06/2017
    Pasta Primavera
    Walnut Creek, CA
  • 08/2016 → 12/2016
    Willis Tower Watson
    San Diego, CA
  • 08/2017 → 12/2017
    San Diego State University
    San Diego, CA
  • 01/2023 → Present
    Fidelity Investments
    Walnut Creek, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Walnut Creek, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-06
S63 Uniform Securities Agent State Law Examination 2023-04-26
  • S66 Uniform Combined State Law Examination
    2023-06-06
  • S63 Uniform Securities Agent State Law Examination
    2023-04-26
Other Names
  • Nicholas Michael Oconnor
  • Nicholas Oconnor

View on SEC IAPD

Other Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor