Nassim H. Elias
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
PONTE VEDRA BEACH, FL 32082-3286
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CRD#: 4067199
Professional summary
Nassim H Elias, CFP® is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Ponte Vedra Beach, Florida and FIDELITY BROKERAGE SERVICES LLC located in Ponte Vedra Beach, Florida.
Nassim is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Nassim has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Biography
I help successful people make responsible financial and wealth management decisions. With every client I follow a consistent process that begins with understanding their unique financial, personal and related family situation along with their goals, objectives, risk tolerance and time horizon. I work closely with our clients to develop and implement a long-term plan designed to help them work towards their objectives.
Question & Answer
What are your service offerings?
Retirement Income Management
Retirement Planning
Estate Planning
Comprehensive Financial Planni...
Tax Planning
Investment Planning
Employee and Employer Plan Ben...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
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.
OAA#: 25237 | Org Name:Nassim Elias | Org Addr:9991 Watermark Ln W, FL, US | Nature of Bus:Real estate rentals | Invst Rel:Y | Title:Owner | Duties:Maintain and rent property | Start Dt:10/25/2013 | Total Hrs p/m:3 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Nassim H Elias's 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®
CFP®
Start date: 2003
Education
University of North Florida
Bachelor of Business Administration - Corporate Finance
1999
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #1: 822 A1a N Suite 100, Ponte Vedra Beach, FL 32082-3286RIA
CRD#: 104555
PONTE VEDRA BEACH, FL
Current
June 25, 2009 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 822 North Highway A1a Suite 100, Ponte Vedra Beach, FL 32082BD
CRD#: 7784
PONTE VEDRA BEACH, FL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PONTE VEDRA BEACH, FL
Past
July 20, 2009 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
JACKSONVILLE, FL
Past
July 8, 2005 - June 9, 2009
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
JACKSONVILLE, FL
Past
July 6, 2005 - June 9, 2009
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
JACKSONVILLE, FL
Past
August 27, 2002 - July 15, 2004
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
December 7, 1999 - July 3, 2001
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
December 7, 1999 - July 3, 2001
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
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.RR
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
RR
Alabama(1/4/2019)
RR
Arizona(9/23/2019)
RR
California(8/23/2012)
RR
Colorado(8/23/2012)
RR
Connecticut(8/9/2017)
RR
Delaware(3/29/2022)
RR
District of Columbia(8/23/2012)
RR
Florida(6/25/2009)
IAR
Florida(3/31/2025)
RR
Georgia(6/25/2009)
RR
Hawaii(7/12/2024)
RR
Idaho(9/23/2019)
RR
Illinois(8/9/2017)
RR
Indiana(9/23/2019)
RR
Iowa(3/25/2023)
RR
Kansas(3/23/2017)
RR
Kentucky(8/7/2017)
RR
Maine(8/30/2018)
RR
Maryland(8/9/2017)
RR
Massachusetts(8/9/2017)
RR
Michigan(4/23/2020)
RR
Minnesota(6/7/2021)
RR
Missouri(8/9/2017)
RR
Montana(7/21/2023)
RR
Nevada(7/15/2022)
RR
New Hampshire(9/23/2019)
RR
New Jersey(6/25/2009)
RR
New Mexico(9/21/2020)
RR
New York(6/25/2009)
RR
North Carolina(6/25/2009)
RR
Ohio(3/8/2022)
RR
Oregon(8/23/2012)
RR
Pennsylvania(6/25/2009)
RR
Rhode Island(9/23/2019)
RR
South Carolina(6/25/2009)
RR
Tennessee(8/23/2012)
RR
Texas(1/4/2010)
IAR
Texas(3/31/2025)
RR
Utah(9/23/2019)
RR
Virginia(1/4/2010)
RR
Washington(9/23/2019)
RR
West Virginia(6/4/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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
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 |
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.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Ponte Vedra Beach, FL 32082-3286TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
