Best Investors Account Sign in

Kurtiss Nelson

Strategic Advisers LLC

Winter Park, FL

Port Orange, FL

Altamonte Springs, FL

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
FL RA APPROVED 2025-03-31
IL RA APPROVED 2025-03-31
MN RA APPROVED 2025-03-31
OH RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
WI RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • MN RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • WI RA
    APPROVED
    Since 2025-03-31

Branch Locations

900 North Orlando Ave, Winter Park, FL 32789-2924 • United States

Port Orange, FL • United States

175 East Altamonte Dr Ste 1000, Altamonte Springs, FL 32701-4346 • 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
Fidelity Brokerage Services Minneapolis MN 11/2012 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2012 → Present
    Fidelity Brokerage Services
    Minneapolis, MN
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Altamonte Springs, FL
    Port Orange, FL
  • 2013-07-18 → 2018-07-13
    Strategic Advisers Llc
    Edina, MN
    Bloomington, MN
    Middleton, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-05-04
S63 Uniform Securities Agent State Law Examination 1987-08-27
  • S65 Uniform Investment Adviser Law Examination
    2012-05-04
  • S63 Uniform Securities Agent State Law Examination
    1987-08-27
Other Names
  • Kurt Nelson
  • Kurtiss Carl Nelson

View on SEC IAPD

Other Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
DOBSON STREET LLC
PFS INVESTMENTS INC.

Other Investors

Bradley Dean Erb
Julie Kerr Tecau
Samuel Warren Gruenig
Brittney Rhyianna Cooper
Carlton J Smith
Erin B Long
Misty Morris
DiIvory Edgecomb

Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

More in Winter Park, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor