• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
NICHOLAS WILSON
Nicholas Ryan Wilson, Nick Wilson
CRD#: 6862618
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 1995 UNIVERSITY AVE - STE 120
BERKELEY, CA 94704
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 1995 UNIVERSITY AVE - STE 120
BERKELEY, CA 94704
Registration History
20172018201920202021202220232024202520262 FIRMS2017 - 2020 (2 years)2 FIRMS2020 - Present (4 years)
License(s)

State Registrations

B
California 8/27/2020

B
New Mexico 11/20/2024

IA
California 9/29/2020

B
New York 9/29/2023

B
Colorado 11/29/2022

B
Ohio 7/12/2023

B
District of Columbia 3/2/2024

B
Oregon 6/1/2022

B
Idaho 5/3/2024

B
Texas 8/27/2020

B
Louisiana 3/25/2023

IA
Texas 9/29/2020

B
Maryland 4/15/2024

B
Utah 1/4/2024

B
Massachusetts 11/20/2024

B
Virginia 3/25/2023

B
Michigan 7/21/2023

B
Washington 11/29/2022

B
Missouri 12/18/2024

SRO Registrations

B
FINRA

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
1995 UNIVERSITY AVE - STE 120, BERKELEY, CA 94704
Registered with this firm since 9/29/2020

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
1995 UNIVERSITY AVE - STE 120, BERKELEY, CA 94704
HAYWARD, CA
Registered with this firm since 8/27/2020

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
12/20/2017 - 08/10/2020 EDWARD JONES (CRD#:250) PIEDMONT, CA
B
11/28/2017 - 08/10/2020 EDWARD JONES (CRD#:250) PIEDMONT, CA
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.