Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Denver, CO • 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
Beri Associates Usa Inc. Camas WA 01/2016 02/2021
Regents Of The University Of Colorado Boulder CO 09/2016 10/2019
Doordash Boulder CO 09/2019 10/2019
Sushi Zanmai Boulder CO 07/2019 09/2019
Grassroots Utah Strategies Inc. / Pbs Of America Llc Denver CO 10/2020 11/2020
Colorado Podiatry Consultants Denver CO 02/2021 07/2021
Intercambio Uniting Communities Boulder CO 07/2021 06/2022
Grassroots Utah Strategies Inc. Denver CO 10/2021 11/2021
Stir Cooking School Llc Denver CO 05/2022 04/2023
Fidelity Investments Greenwood Village/Denver CO 04/2023 Present
Unemployed Denver CO 11/2020 02/2021
Unemployed Camas WA 10/2019 10/2020
University Of Colorado Boulder Boulder CO 08/2015 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 01/2016 → 02/2021
    Beri Associates Usa Inc.
    Camas, WA
  • 09/2016 → 10/2019
    Regents Of The University Of Colorado
    Boulder, CO
  • 09/2019 → 10/2019
    Doordash
    Boulder, CO
  • 07/2019 → 09/2019
    Sushi Zanmai
    Boulder, CO
  • 10/2020 → 11/2020
    Grassroots Utah Strategies Inc. / Pbs Of America Llc
    Denver, CO
  • 02/2021 → 07/2021
    Colorado Podiatry Consultants
    Denver, CO
  • 07/2021 → 06/2022
    Intercambio Uniting Communities
    Boulder, CO
  • 10/2021 → 11/2021
    Grassroots Utah Strategies Inc.
    Denver, CO
  • 05/2022 → 04/2023
    Stir Cooking School Llc
    Denver, CO
  • 04/2023 → Present
    Fidelity Investments
    Greenwood Village/Denver, CO
  • 11/2020 → 02/2021
    Unemployed
    Denver, CO
  • 10/2019 → 10/2020
    Unemployed
    Camas, WA
  • 08/2015 → 05/2020
    University Of Colorado Boulder
    Boulder, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-125706|OrgNmn:Beri Associates (USA) Inc. |Org Addr:Camas,Washington,US|OBA Nature:Engineering Consulting Firm|Invst Rel:N|Title:Independent Contractor|Duties:Updating the website on a semi-regular basis.|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-15
  • S66 Uniform Combined State Law Examination
    2023-09-15
Other Names
  • Nitin Satyapal Beri
  • Nitin Beri

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Greenwood Village, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor