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Nassim Elias

Strategic Advisers LLC
24 Years of Experience
Ponte Vedra Beach, FL
Broker
View SEC Summary
View SEC Summary

Nassim Elias is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Ponte Vedra Beach, FL, with 24 years of industry experience. Nassim is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

822 North Highway A1A, Suite 109, Ponte Vedra Beach, FL, 32082-3260

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLCBroker
June 2009 - Present · 17 yrs 4 mos
Fidelity Brokerage Services LLC
June 2009 - Present · 17 yrs 4 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
July 2009 - July 2018 · 9 yrs
Suntrust Investment Services, INC.Broker
July 2005 - June 2009 · 3 yrs 11 mos
Suntrust Investment Services, INC.
July 2005 - June 2009 · 3 yrs 11 mos
Wachovia Securities, LLCBroker
August 2002 - July 2004 · 1 yr 11 mos
American Express Financial Advisors INC.Broker
December 1999 - July 2001 · 1 yr 7 mos
Ids Life Insurance CompanyBroker
December 1999 - July 2001 · 1 yr 7 mos
State Registrations36 states
ALAZCACOCTDCDEFLGAHIIAILKSKYMAMDMEMIMNMONCNHNJNVNYOHORPARISCTNTXVAWAWIWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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