Nicholas William Lombard
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2022 to now
- Enterprise Rent-a-carSep 2021 to Mar 2022
- HyveeNov 2018 to Aug 2021
- Ada EnterprisesMay 2018 to Aug 2018
- Iowa State UniversityJan 2018 to Jan 2021
- Adt - Advanced Dent TechnologyJun 2017 to Aug 2017
- Karl ChevroletFeb 2017 to Apr 2017
- Buffalo Wild WingsNov 2016 to Nov 2016
- Des Moines Area Community CollegeAug 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7526607
- Firm CRD
- 104555