Nicholas Zarr
Investment adviser representative at Strategic Advisers LLC
14 yearsExperience
3 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Nicholas Zarr? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2022 to now
- DeloitteJun 2021 to Apr 2022
- Ladenburg Thalmann Asset ManagementJul 2018 to May 2021
- Ladenburg Thalmann Asset ManagementMay 2017 to Aug 2017
- Suny OneontaAug 2014 to May 2018
- Anything AmusmentMay 2012 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6651276
- Firm CRD
- 104555