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Nickolaus Aleksander Gerlach

Strategic Advisers LLC

Lakewood, CO

Greenwood Village, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Lakewood, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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 Greenwood Village CO 02/2023 Present
Mutual Of Omaha Loveland CO 04/2022 01/2023
Unemployed Westminster CO 12/2021 04/2022
University Of Colorado Boulder Boulder CO 08/2019 12/2021
First Team Real Estate Sunset Beach CA 09/2018 08/2019
Orange Coast College Costa Mesa CA 09/2016 06/2019
Ace Parking Huntington Beach CA 07/2017 05/2018
Little Caesars Huntington Beach CA 08/2016 04/2017
Fidelity Investments Boston MA 03/2025 Present
  • 02/2023 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 04/2022 → 01/2023
    Mutual Of Omaha
    Loveland, CO
  • 12/2021 → 04/2022
    Unemployed
    Westminster, CO
  • 08/2019 → 12/2021
    University Of Colorado Boulder
    Boulder, CO
  • 09/2018 → 08/2019
    First Team Real Estate
    Sunset Beach, CA
  • 09/2016 → 06/2019
    Orange Coast College
    Costa Mesa, CA
  • 07/2017 → 05/2018
    Ace Parking
    Huntington Beach, CA
  • 08/2016 → 04/2017
    Little Caesars
    Huntington Beach, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
    Lakewood, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-07
S63 Uniform Securities Agent State Law Examination 2023-07-28
  • S66 Uniform Combined State Law Examination
    2024-11-07
  • S63 Uniform Securities Agent State Law Examination
    2023-07-28
Other Names
  • Nick Aleksander Gerlach
  • Nickolaus Gerlach

View on SEC IAPD

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