Nicole Goddard
Investment adviser representative at Strategic Advisers LLC
16 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
16 years in the industry.
- Strategic Advisers LLCJun 2026 to now
- Fidelity InvestmentsOct 2021 to now
- Waldman Plastic Surgery and DermatologyFeb 2020 to Oct 2021
- Lamprey Health CareMar 2017 to Jan 2020
- El ColimaMar 2017 to Sep 2017
- Seacoast Career SchoolsDec 2016 to Mar 2017
- Gateways Community ServicesJan 2016 to Mar 2017
- Nashua CenterJan 2016 to Dec 2016
- Dunkin DonutsJul 2010 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NH, 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
- 7454754
- Firm CRD
- 104555