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Nicholas Dillman

Strategic Advisers LLC

Salt Lake City, UT

Salt Lake City, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Salt Lake City, UT • 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
Jeremy Ranch Golf Course Park City UT 06/2018 08/2018
Jeremy Ranch Golf Course Park City UT 07/2019 10/2019
Old Spaghetti Factory Salt Lake City UT 05/2019 05/2019
Park City Recreation Park City UT 06/2016 10/2016
Park City Recreation Park City UT 06/2017 07/2017
Fidelity Investments Salt Lake City UT 06/2022 08/2022
Fidelity Investments Salt Lake City UT 08/2023 Present
Unemployed Park City UT 09/2022 07/2023
Unemployed Park City UT 11/2019 05/2022
Unemployed Park City UT 09/2018 04/2019
Unemployed Park City UT 08/2017 05/2018
Unemployed Park City UT 11/2016 05/2017
Park City High School Park City UT 08/2014 06/2018
University Of Utah Salt Lake City UT 08/2018 05/2023
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 08/2018
    Jeremy Ranch Golf Course
    Park City, UT
  • 07/2019 → 10/2019
    Jeremy Ranch Golf Course
    Park City, UT
  • 05/2019 → 05/2019
    Old Spaghetti Factory
    Salt Lake City, UT
  • 06/2016 → 10/2016
    Park City Recreation
    Park City, UT
  • 06/2017 → 07/2017
    Park City Recreation
    Park City, UT
  • 06/2022 → 08/2022
    Fidelity Investments
    Salt Lake City, UT
  • 08/2023 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 09/2022 → 07/2023
    Unemployed
    Park City, UT
  • 11/2019 → 05/2022
    Unemployed
    Park City, UT
  • 09/2018 → 04/2019
    Unemployed
    Park City, UT
  • 08/2017 → 05/2018
    Unemployed
    Park City, UT
  • 11/2016 → 05/2017
    Unemployed
    Park City, UT
  • 08/2014 → 06/2018
    Park City High School
    Park City, UT
  • 08/2018 → 05/2023
    University Of Utah
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-08
  • S66 Uniform Combined State Law Examination
    2024-05-08
Other Names
  • Nicholas Dillman
  • Nicholas Robert Dillman

View on SEC IAPD

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Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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