Nicholas William Cherekjian
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 InvestmentsSep 2022 to now
- Cookdash IncJul 2022 to Sep 2022
- UnemployedApr 2022 to Jul 2022
- DisysMar 2021 to Apr 2022
- Wells Fargo Clearing ServicesMar 2021 to Apr 2022
- Fidelity InvestmentsJul 2020 to Feb 2021
- AmazonMay 2020 to Jun 2020
- Whole FoodsMay 2020 to May 2020
- Crum & ForsterJun 2019 to Aug 2019
- AppleJul 2018 to Apr 2019
- Whole FoodsMay 2017 to Aug 2017
- AerotekMay 2017 to Jun 2017
- Florida State UniversityJan 2017 to May 2020
- Pennsylvania State UniversityJun 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7278593
- Firm CRD
- 104555