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Ethan J. Nelson

Strategic Advisers LLC

Powell, OH

Columbus, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Powell, OH • United States

1324 Polaris Pkwy Polaris Fashion Place, Columbus, OH 43240-2038 • 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
Nationwide Investment Services Corporation Grandview OH 10/2016 04/2021
Checks And Balances, Inc Manassas VA 07/2016 10/2016
Fidelity Investments Columbus OH 05/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2016 → 04/2021
    Nationwide Investment Services Corporation
    Grandview, OH
  • 07/2016 → 10/2016
    Checks And Balances, Inc
    Manassas, VA
  • 05/2021 → Present
    Fidelity Investments
    Columbus, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Columbus, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-01
S63 Uniform Securities Agent State Law Examination 2019-10-25
  • S66 Uniform Combined State Law Examination
    2021-07-01
  • S63 Uniform Securities Agent State Law Examination
    2019-10-25
Designations
Other Names
  • Ethan Nelson
  • Ethan John Nelson

View on SEC IAPD

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