Nicholas Raymond Antunes
Investment adviser representative at Strategic Advisers LLC
25 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Nicholas Raymond Antunes? 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
25 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsFeb 2022 to now
- Equitable Advisors, LLCNov 2020 to Feb 2022
- Fidelity Distributors Company, LLC / Fidelity InvestmentsOct 2018 to Nov 2020
- The Taylor GroupJun 2017 to Sep 2018
- Tracs IncAug 2015 to Jun 2017
- Spitler Race SystemsJan 2001 to Feb 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 7028385
- Firm CRD
- 104555