Nicholas John Lenio
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 2023 to now
- DoordashSep 2021 to Feb 2023
- Curtiss-wright Flow ControlJul 2021 to Aug 2021
- Scopa 6 LLCJun 2021 to Jul 2021
- Doordash Inc.May 2021 to Jun 2021
- University of MarylandJan 2021 to May 2021
- Northwestern MutualMay 2020 to Aug 2020
- Doordash Inc.Apr 2020 to Jan 2021
- University of MarylandAug 2019 to Mar 2020
- Unique Valet Inc.Jun 2019 to Aug 2019
- University MarylandJan 2019 to Jun 2019
- Unique Valet Inc.Jan 2019 to Jan 2019
- University of MarylandAug 2018 to Jan 2019
- Unique Valet Inc.Jun 2018 to Aug 2018
- SchoolFeb 2013 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (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
- 7251152
- Firm CRD
- 104555