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Scott Nordstrom

Strategic Advisers LLC

Land O' Lakes, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Land O' Lakes, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Investment Fort Washington PA 08/2020 05/2022
Raymond James Financial St. Petersburg FL 02/2017 02/2020
Idlewild Baptist Church Lutz FL 01/2014 12/2016
Unemployed Lutz FL 02/2020 08/2020
Capital Analysts Fort Washington PA 01/2022 05/2022
Fidelity Investments Covington KY 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2020 → 05/2022
    Lincoln Investment
    Fort Washington, PA
  • 02/2017 → 02/2020
    Raymond James Financial
    St. Petersburg, FL
  • 01/2014 → 12/2016
    Idlewild Baptist Church
    Lutz, FL
  • 02/2020 → 08/2020
    Unemployed
    Lutz, FL
  • 01/2022 → 05/2022
    Capital Analysts
    Fort Washington, PA
  • 06/2022 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Lutz, FL
  • 2021-02-10 → 2022-05-13
    Lincoln Investment
    Lutz, FL
  • 2022-02-01 → 2022-05-13
    Capital Analysts
    Lutz, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-04
  • S66 Uniform Combined State Law Examination
    2021-01-04
Other Names
  • Scott Allan Nordstrom
  • Scott Nordstrom

View on SEC IAPD

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