Joshua Nielsen

CRD 5483816 · Fidelity Brokerage Services LLC · Reno, NV

IA RegisteredBroker

Also appears in the source record as: Joshua Charles Nielsen

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 65Series 63Series 10Series 9SIESeries 7
Registered states (27): Arizona · California · Colorado · Connecticut · Florida · Georgia · Idaho · Illinois · Indiana · Kansas · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nevada · New Jersey · New Mexico · New York · North Carolina · Ohio · Pennsylvania · Texas · Utah · Virginia · Washington · Wisconsin
Years in the industry (source record): 18
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 (10)

From the source registration record · current first

Strategic Advisers LLCCurrent
Sparks, NV · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Sparks, NV · BD capacity

Apr 10, 2024 → present
Fidelity Brokerage Services LLCCurrent
Reno, NV · BC capacity

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

Apr 19, 2024 → Mar 31, 2025
Fidelity Personal And Workplace Advisors
IA capacity

Jul 13, 2018 → Aug 18, 2023
Fidelity Brokerage Services LLC
BD capacity

Aug 8, 2013 → Aug 17, 2023
Strategic Advisers LLC
IA capacity

Aug 13, 2013 → Jul 13, 2018
Wells Fargo Advisors, LLC
IA capacity

Jan 8, 2013 → Jul 23, 2013
Wells Fargo Advisors, LLC
BD capacity

Mar 17, 2011 → Jul 23, 2013
E*trade Securities LLC
BD capacity

Mar 5, 2008 → Mar 8, 2011

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 5483816 ↗ FINRA BrokerCheck record for CRD 5483816 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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