Tyler Nelson

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2021 → 12/2021
  Bistro603
  Nashua, NH
• 04/2017 → 04/2021
  110 Grill
  Nashua, NH
• 11/2015 → 04/2017
  Portsmouth Gas Light Co.
  Portsmouth, NH
• 12/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-10-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Exams

• S66 Uniform Combined State Law Examination
  2023-10-12
• S63 Uniform Securities Agent State Law Examination
  2022-04-04

Other Names

• Tyler James Nelson