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Nicole Schmidt

Strategic Advisers LLC

Arvada, CO

Lakewood, 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_RES 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Arvada, CO • United States

343 S Teller St, Lakewood, CO 80226-7387 • 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
Unemployed Arvada CO 11/2020 11/2022
Tiaa-Cref Individual & Institutional Services, Llc Denver CO 12/2014 11/2020
Fidelity Investments Greenwood Village CO 11/2022 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-12
S63 Uniform Securities Agent State Law Examination 2016-12-14
  • S66 Uniform Combined State Law Examination
    2023-01-12
  • S63 Uniform Securities Agent State Law Examination
    2016-12-14
Other Names
  • Nicole Elaine Clack
  • Nicole Elaine Schmidt
  • Nicole Schmidt

View on SEC IAPD

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