Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

San Diego, CA • United States

7676 Hazard Ctr Dr Ste 820, San Diego, CA 92108-4516 • 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
Edward Jones St Louis MO 09/2019 08/2020
Stanton Optical La Mesa CA 02/2019 09/2019
Adaptive Insights Palo Alto CA 06/2018 09/2018
Seaworld San Diego San Diego CA 06/2016 12/2016
Edward Jones San Diego CA 09/2017 11/2017
Plaza Research San Diego CA 01/2016 09/2017
Tillys San Diego CA 05/2013 02/2019
San Diego State University San Diego CA 08/2014 05/2018
Royal Alliance Associates, Inc. San Diego CA 08/2020 11/2024
Fidelity Investments San Diego CA 11/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2019 → 08/2020
    St Louis, MO
  • 02/2019 → 09/2019
    Stanton Optical
    La Mesa, CA
  • 06/2018 → 09/2018
    Adaptive Insights
    Palo Alto, CA
  • 06/2016 → 12/2016
    Seaworld San Diego
    San Diego, CA
  • 09/2017 → 11/2017
    San Diego, CA
  • 01/2016 → 09/2017
    Plaza Research
    San Diego, CA
  • 05/2013 → 02/2019
    Tillys
    San Diego, CA
  • 08/2014 → 05/2018
    San Diego State University
    San Diego, CA
  • 08/2020 → 11/2024
    Royal Alliance Associates, Inc.
    San Diego, CA
  • 11/2024 → Present
    Fidelity Investments
    San Diego, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Diego, CA
    San Diego, CA
  • 2020-01-02 → 2020-08-11
    St Louis, MO
    San Diego, CA
    La Mesa, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-28
  • S66 Uniform Combined State Law Examination
    2019-12-28
Designations
Other Names
  • Nina Nguyen Duprat

View on SEC IAPD

More in San Diego, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor