Nicolas Roger Simon
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2022 to now
- Bank of America, N.A.Jul 2021 to Mar 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2019 to Jul 2021
- UnemployedAug 2019 to Sep 2019
- University of California, DavisSep 2018 to Aug 2019
- SephoraJun 2018 to Aug 2018
- University of California, DavisSep 2017 to Jun 2018
- Sol DisciplesNov 2015 to Sep 2017
- College of San MateoAug 2015 to Jun 2017
- Torino Trading Co.May 2013 to Aug 2017
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
- 7181451
- Firm CRD
- 104555