Nickolas John Lalonde
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsFeb 2022 to now
- Bank of America, N.A.May 2019 to Dec 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2019 to Dec 2021
- Central Michigan Unversity PhonathonFeb 2019 to Apr 2019
- UnemployedAug 2018 to Feb 2019
- Merrill LynchJun 2018 to Aug 2018
- Huntington National BankJun 2017 to Aug 2017
- Texas RoadhouseFeb 2017 to Sep 2017
- UnemployedNov 2016 to Jun 2018
- East Campus MarketSep 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 6964928
- Firm CRD
- 104555