Nicholas Parchinski
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 InvestmentsJul 2022 to now
- National Asset Management, Inc.Apr 2022 to Apr 2022
- National Securities CorporationNov 2021 to Apr 2022
- Bespoke Wealth ManagementMay 2021 to Aug 2021
- Western New England UniversityAug 2020 to May 2021
- InstacartMay 2020 to Aug 2020
- Western New England UniversityAug 2019 to May 2020
- Next Level Day CampJun 2019 to Aug 2019
- Doordash Inc.May 2019 to Jul 2022
- Western New England UniversityAug 2018 to May 2019
- Under-armourMay 2017 to Aug 2018
- Warwick Valley High SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7463617
- Firm CRD
- 104555