Kurtiss C. Nelson

STRATEGIC ADVISERS LLC

PORT ORANGE, FL

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CRD#: 1708653

Professional summary

Kurtiss Carl Nelson, who also goes by Kurt Nelson, Kurtiss Carl Nelson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Port Orange, Florida and FIDELITY BROKERAGE SERVICES LLC located in Winter Park, Florida.

Kurtiss is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Kurtiss has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kurt Nelson | Kurtiss Carl Nelson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kurtiss Carl Nelson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 175 East Altamonte Dr Ste 1000, Altamonte Springs, FL 32701Office #3: 900 North Orlando Ave, Winter Park, FL 32789-2924

RIA

CRD#: 104555

PORT ORANGE, FL

Current

December 11, 2012 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 900 North Orlando Ave, Winter Park, FL 32789-2924

CRD#: 7784

WINTER PARK, FL

Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

ALTAMONTE SPRINGS, FL

Past

July 18, 2013 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

MIDDLETON, WI

Past

December 21, 2009 - July 20, 2011

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

CHICAGO, IL

Past

December 19, 2003 - February 23, 2009

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

MARLBOROUGH, MA

Past

March 7, 2001 - December 2, 2002

BRECEK & YOUNG ADVISORS, INC.

CRD#: 40395

FOLSOM, CA

Past

January 2, 2001 - March 6, 2001

DONAHUE SECURITIES, INC.

CRD#: 24330

CINCINNATI, OH

Past

September 30, 1993 - January 22, 2001

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

April 24, 1993 - September 17, 1993

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SAINT PAUL, MN

Past

September 21, 1989 - June 18, 1991

DAIN RAUSCHER INCORPORATED

CRD#: 7600

Past

May 24, 1988 - January 5, 1989

HIBBARD BROWN & CO., INC.

CRD#: 18246

NEW YORK, NY

Past

July 29, 1987 - May 28, 1988

SHERWOOD CAPITAL, INC.

CRD#: 10474

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(12/11/2012)

California
(12/11/2012)

IAR

California
(3/31/2025)

Colorado
(12/6/2023)

Delaware
(12/6/2023)

District of Columbia
(12/11/2012)

Florida
(12/11/2012)

IAR

Florida
(3/31/2025)

Georgia
(12/11/2012)

Illinois
(12/11/2012)

IAR

Illinois
(3/31/2025)

Indiana
(12/11/2012)

Iowa
(12/11/2012)

Kansas
(12/11/2012)

Kentucky
(12/11/2012)

Louisiana
(12/11/2012)

Maryland
(12/11/2012)

Massachusetts
(12/6/2023)

Michigan
(12/11/2012)

Minnesota
(12/11/2012)

IAR

Minnesota
(3/31/2025)

Mississippi
(12/11/2012)

Missouri
(12/11/2012)

Nebraska
(12/11/2012)

New Hampshire
(12/6/2023)

New Jersey
(1/6/2017)

New York
(12/11/2012)

North Carolina
(12/12/2012)

North Dakota
(12/11/2012)

Ohio
(12/11/2012)

IAR

Ohio
(3/31/2025)

Pennsylvania
(12/6/2023)

South Carolina
(12/11/2012)

South Dakota
(12/11/2012)

Tennessee
(12/11/2012)

Texas
(12/11/2012)

IAR

Texas
(3/31/2025)

Virginia
(12/11/2012)

Washington
(12/11/2012)

Wisconsin
(12/11/2012)

IAR

Wisconsin
(3/31/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/4/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/27/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/18/1987

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Kurtiss C. Nelson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kurtiss Carl Nelson's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

FIDELITY BROKERAGE SERVICES LLC

BRECEK & YOUNG ADVISORS, INC.

DONAHUE SECURITIES, INC.

FIDELITY BROKERAGE SERVICES LLC

U.S. BANCORP INVESTMENTS, INC.

DAIN RAUSCHER INCORPORATED

HIBBARD BROWN & CO., INC.

SHERWOOD CAPITAL, INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/4/2012

Series 63

Date: 8/27/1987

SIE

Date: 10/1/2018

Series 7

Date: 7/18/1987

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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