Nicolas A. Bravo

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2017 → 05/2019
  Edward Jones
  Rancho Mirage, CA
• 02/2014 → 10/2017
  Maxim Healthcare Services
  Palm Desert, CA
• 06/2019 → 07/2019
  Unemployed
  Rancho Mirage, CA
• 08/2019 → 06/2022
  Jp Morgan Securities, Llc
  Montobello, CA
• 08/2019 → 06/2022
  Jp Morgan Chase Bank, N.A.
  Montobello, CA
• 11/2020 → 10/2022
  Maxim Healthcare Services
  Alhambra, CA
• 06/2022 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-10-31 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Indio, CA
• 2019-09-17 → 2022-06-18
  J.P. Morgan Securities Llc
  Los Angeles, CA
  Montebello, CA
• 2018-03-02 → 2019-05-09
  Edward Jones
  Rancho Mirage, CA
  St Louis, MO
  Rancho Mirage, CA
  Rancho Mirage, CA

Other Businesses

OBA-88754|OrgNmn:Maxim Healthcare|Org Addr:Alhambra,California,US|OBA Nature:In-home healthcare provider|Invst Rel:N|Title:Employee|Duties:Return call if urgent matter regarding change in services for clients|StrtDt:11-09-20|TotHrs/mon:28|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2018-03-01

Other Names

• Nicolas Bravo
• Nicolas Alejandro Bravo