Ryan R. Nicholas
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Fidelity Brokerage Services LLCOct 2023 to now
- Morgan StanleyMar 2023 to Oct 2023
- E*trade Capital Management LLCAug 2021 to Oct 2023
- E*trade Securities LLCAug 2021 to Oct 2023
- Bank of America, N.A.Nov 2020 to Aug 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2020 to Aug 2021
- California State UniversityAug 2019 to Jun 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorparatedJun 2019 to Aug 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorparatedJun 2018 to Aug 2018
- Strategic Retirement PartnersMay 2017 to Aug 2017
- California State UniversitySep 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6811718
- Firm CRD
- 104555