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Nicholas Ryan Wilson

Strategic Advisers LLC

Berkeley, CA

Hayward, CA

Berkeley, CA

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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_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

2120 University Ave, Berkeley, CA 94704-1026 • United States

Hayward, CA • United States

1995 University Ave Ste 120, Berkeley, CA 94704-1049 • 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 10/2017 08/2020
Oracle Corporation Redwood Shores CA 11/2015 10/2017
Fidelity Investments Berkeley CA 08/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2017 → 08/2020
    Edward Jones
    St Louis, MO
  • 11/2015 → 10/2017
    Oracle Corporation
    Redwood Shores, CA
  • 08/2020 → Present
    Fidelity Investments
    Berkeley, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-09-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Berkeley, CA
  • 2017-12-20 → 2020-08-10
    Edward Jones
    Burlingame, CA
    St Louis, MO
    Oakland, CA
    Piedmont, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-19
  • S66 Uniform Combined State Law Examination
    2017-12-19
Other Names
  • Nicholas Ryan Wilson
  • Nick Wilson
  • Nicholas Wilson

View on SEC IAPD

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Other Investors

JEFFREY VALENTINE ST. CLAIRE
PETER BRAY REIDENBACH
Samaya Patel
AMY STOEPLER THACHER
DARREN SCOTT TAGGART
Mark Lawrence Hortizuela Cortez
ASHLEY COONS
HAMED RASHIDPOUR

Other Offices

BLUME CAPITAL MANAGEMENT, INC. · BERKELEY, CA
FUTURE FRONTIER CAPITAL, LLC · BERKELEY, CA
VOLEON CAPITAL MANAGEMENT LP · BERKELEY, CA
CITIGROUP GLOBAL MARKETS INC. · Berkeley, CA
Z21 VENTURES MANAGEMENT COMPANY, LLC · BERKELEY, CA
LPL FINANCIAL LLC · BERKELEY, CA
CHARLES SCHWAB & CO., INC. · Berkeley, CA
STRATEGIC ADVISERS LLC · BERKELEY, CA

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