Best Investors Account Sign in

Nicolas Alamillo

Strategic Advisers LLC

Brea, CA

Brea, CA

Claim This Profile
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

815 E Birch St, Brea, CA 92821-5765 • United States

Brea, CA • 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
Wells Fargo Bank Na Riverside CA 11/2015 09/2021
Wells Fargo Clearing Services Llc Riverside CA 05/2018 09/2021
Chaffey College Rancho Cucamonga CA 08/2017 12/2017
Fidelity Investments Brea CA 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2015 → 09/2021
    Wells Fargo Bank Na
    Riverside, CA
  • 05/2018 → 09/2021
    Wells Fargo Clearing Services Llc
    Riverside, CA
  • 08/2017 → 12/2017
    Chaffey College
    Rancho Cucamonga, CA
  • 09/2021 → Present
    Fidelity Investments
    Brea, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Brea, CA
Other Businesses

OBA-114930|OrgNmn:Through Our Lens Photography|Org Addr:Brea,California,US|OBA Nature:Photography Business|Invst Rel:N|Title:Sole Proprietor|Duties:Owner|StrtDt:11-26-24|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-23
S63 Uniform Securities Agent State Law Examination 2018-09-29
  • S65 Uniform Investment Adviser Law Examination
    2022-02-23
  • S63 Uniform Securities Agent State Law Examination
    2018-09-29
Other Names
  • Nicolas Alamillo
  • Nicolas Rafael Alamillo

View on SEC IAPD

Other Firms

INVESTLINC WEALTH SERVICES
MORGAN STANLEY
LPL FINANCIAL LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.
MINISTRY PARTNERS SECURITIES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
U.S. BANCORP ADVISORS, LLC

Other Investors

RICK RONALD EMMETT
WEST ALAN COHAN
HUAN-BIN ERIC LEE
ANNA LAURA DIAZ
PETER O PAIK
CHRISTOPHER RAYA SCIARRA
KEVIN OWEN SIMON
CHRISTINA MOON

Other Offices

INVESTLINC WEALTH SERVICES · BREA, CA
MORGAN STANLEY · Brea, CA
LPL FINANCIAL LLC · BREA, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BREA, CA
LPL FINANCIAL LLC · Brea, CA
OSAIC WEALTH, INC. · BREA, CA
MINISTRY PARTNERS SECURITIES, LLC · BREA, CA
MINISTRY PARTNERS SECURITIES, LLC · BREA, CA

More in Brea, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor