Kristin Nickerson

CRD 4647161 · Fidelity Brokerage Services LLC · Boston, MA

IA RegisteredBroker

Also appears in the source record as: Kristin Jane Mellstrom; Kristin M Nickerson

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (8): Series 65Series 63Series 10Series 9Series 24SIESeries 7Series 6
Registered states (4): California · Massachusetts · Texas · Utah
Years in the industry (source record): 23
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 (12)

From the source registration record · current first

Strategic Advisers LLCCurrent
Manhattan Beach, CA · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Manhattan Beach, CA · BD capacity

Nov 1, 2021 → present
Fidelity Brokerage Services LLCCurrent
Boston, MA · BC capacity

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

Nov 15, 2021 → Mar 31, 2025
Citizens Securities, Inc.
BD capacity

Feb 12, 2016 → Sep 9, 2021
Citizens Investment Services
IA capacity

Feb 12, 2016 → Sep 9, 2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Jul 10, 2014 → Sep 8, 2015
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Jul 10, 2014 → Sep 8, 2015
Cco Investment Services Corp.
IA capacity

Apr 17, 2013 → Jun 28, 2014
Cco Investment Services Corp.
BD capacity

Dec 9, 2009 → Jun 28, 2014
Banc Of America Investment Services, Inc.
BD capacity

Oct 20, 2004 → Apr 28, 2009
Quick & Reilly, Inc.
BD capacity

Apr 30, 2003 → Oct 20, 2004

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 4647161 ↗ FINRA BrokerCheck record for CRD 4647161 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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