Las Vega, NV Office

Team
Updated today

Client AUM

$561,384,950,404

Clients

2,390,975

Advisors

28

Of 16,976 advisors across 1,868 offices

Location

Las Vega NV

Advisors at this office

28

Advisors at this office

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Brett B

Series 63, Series 66

Las Vegas, NV

Fidelity

Brett Belt is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at GWFS Equities, Inc. for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a broad investable universe.

Charitable giving & philanthropy Active portfolio management
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Alec R

Series 63, Series 66

Las Vegas, NV

Fidelity

Alec Risso is a financial advisor at Fidelity with Series 63 and Series 66 designations and five years of industry experience. His prior work includes roles at Edward Jones, Wells Fargo Bank, and the Professional Institute of Technology Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, with an investment process that incorporates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Charitable giving & philanthropy Active portfolio management
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Mark Y

CFP®, Series 66, Series 63

Las Vegas, NV

Fidelity

Mark Yontz is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Fidelity. He has worked across multiple divisions within Fidelity since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including oversight of registered investment companies and model portfolio construction. The firm employs proprietary research and quantitative analysis to create systematic, algorithm-driven investment solutions and serves in a formal advisory capacity to multiple investment funds.

Charitable giving & philanthropy Active portfolio management
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Maricela A

Series 66

Las Vegas, NV

Fidelity

Maricela Abdishou is a financial advisor at Fidelity with 17 years of industry experience and holds a Series 66 designation. Her work history includes roles at Fidelity Investments, Golden 1 Credit Union, and Wells Fargo affiliates dating back to 2005. She serves as a board member on the Family Selection Committee for Habitat for Humanity Stanislaus County. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, model portfolios, and registered investment companies.

Charitable giving & philanthropy Active portfolio management
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Timothy C

Series 66

Las Vegas, NV

Fidelity

Timothy Cox is a Series 66 licensed financial advisor with six years of industry experience. He is currently with Fidelity Investments and has prior experience at Kingswood Capital Partners, M Stevens Wealth Advisors, Edward Jones, and Western State College of Law. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a systematic investment approach that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Charitable giving & philanthropy Active portfolio management
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Craig K

Series 63, Series 65

Las Vegas, NV

Fidelity

Craig Knight Jr. is a financial advisor with Fidelity Investments in Las Vegas, NV, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to Fidelity, he worked at Ameriprise Financial Services and has experience in bookkeeping and courier services through his side businesses. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across multiple asset classes.

Charitable giving & philanthropy Active portfolio management
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Lisa H

Series 63, Series 66

Las Vegas, NV

Fidelity

Lisa Hunt is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Her prior work includes roles at Prudential Insurance Company of America and Nexa Mortgage LLC. She is based in Las Vegas, NV. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Charitable giving & philanthropy Active portfolio management
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Aaron J

Series 66

Las Vegas, NV

Fidelity

Aaron Jacoby is a financial advisor with Fidelity in Las Vegas, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Wells Capital Group, PlanMember Securities Corporation, Bank of America, Merrill, and self-employment since 2016. Outside of his advisory work, he tutors students in math and science as an independent contractor. Fidelity’s Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, with notable features including its role as a commodity pool operator and the use of AI in its investment process.

Charitable giving & philanthropy Active portfolio management
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Daniel S

Series 65, Series 63

Las Vegas, NV

Fidelity

Daniel Saravia is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Ameriprise Financial, U.S. Bank, and The Home Depot. Outside of finance, he creates AI-themed and entertainment content on a YouTube channel. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its oversight of registered investment companies, use of systematic methodologies, and incorporation of AI in its investment process.

Charitable giving & philanthropy Active portfolio management
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Tiana L

Series 63, Series 66

Las Vegas, NV

Fidelity

Tiana Loftlin is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Edward Jones, The Vanguard Group, and GWFS Equities. Loftlin is based in Las Vegas, NV. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Charitable giving & philanthropy Active portfolio management
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Samuel F

Series 66

Las Vegas, NV

Fidelity

Samuel Fejfar is a Series 66 licensed advisor with Fidelity Investments, based in Henderson, Nevada, and has one year of industry experience. Prior to joining Fidelity, he held various roles including work in real estate as a licensed REALTOR with Simply Vegas Real Estate. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Charitable giving & philanthropy Active portfolio management
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Kelechi O

Series 66

Las Vegas, NV

Fidelity

Kelechi Obilor is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked with Ameriprise Financial Services and Fidelity Investments. Fidelity's Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and has a formal advisory role to multiple registered investment companies.

Charitable giving & philanthropy Active portfolio management
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Bradford C

Series 63, Series 65

Las Vegas, NV

Fidelity

Bradford Cook is a financial advisor with Fidelity Investments in Las Vegas, NV, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior work includes roles at Waddell & Reed, TIAA-CREF, and Global Financial Private Capital. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to both retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios from a broad investable universe and maintaining oversight of sub-advisers and share class evaluations.

Charitable giving & philanthropy Active portfolio management
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Kristina B

Series 66

Las Vegas, NV

Fidelity

Kristina Besstchetnaya is a financial advisor at Fidelity with six years of industry experience. She holds a Series 66 designation and has worked at Merrill and Tiffany & Co, among other firms. Outside of her advisory role, she is involved in managing administrative operations for a gymnastics business founded by her spouse. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative and algorithmic portfolio construction.

Charitable giving & philanthropy Active portfolio management
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Austin S

Series 66

Las Vegas, NV

Fidelity

Austin Saxon is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage funds.

Charitable giving & philanthropy Active portfolio management
View complete list of advisors at this office
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