Kurtiss Nelson

CRD 1708653 · Fidelity Brokerage Services LLC · Winter Park, FL

IA RegisteredBroker

Also appears in the source record as: Kurt Nelson; Kurtiss Carl Nelson

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): Series 65Series 63SIESeries 7
Registered states (30): Alabama · California · Colorado · District Of Columbia · Florida · Georgia · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · New Jersey · New York · North Carolina · North Dakota · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin
Years in the industry (source record): 39
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (14)

From the source registration record · current first

Strategic Advisers LLCCurrent
Altamonte Springs, FL · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Port Orange, FL · BD capacity

Dec 11, 2012 → present
Fidelity Brokerage Services LLCCurrent
Winter Park, FL · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Jul 13, 2018 → Mar 31, 2025
Strategic Advisers LLC
IA capacity

Jul 18, 2013 → Jul 13, 2018
Fidelity Brokerage Services LLC
BD capacity

Dec 21, 2009 → Jul 20, 2011
Fidelity Brokerage Services LLC
BD capacity

Dec 19, 2003 → Feb 23, 2009
Brecek & Young Advisors, Inc.
BD capacity

Mar 7, 2001 → Dec 2, 2002
Donahue Securities, Inc.
BD capacity

Jan 2, 2001 → Mar 6, 2001
Fidelity Brokerage Services LLC
BD capacity

Sep 30, 1993 → Jan 22, 2001
Fbs Investment Services, Inc.
BD capacity

Apr 24, 1993 → Sep 17, 1993
Dain Bosworth Incorporated
BD capacity

Sep 21, 1989 → Jun 18, 1991
Hibbard Brown & Co., Inc.
BD capacity

May 24, 1988 → Jan 5, 1989
Sherwood Capital, Inc.
BD capacity

Jul 29, 1987 → May 28, 1988

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 1708653 ↗ FINRA BrokerCheck record for CRD 1708653 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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