Nicholas Curnutt
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered 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 LLCAug 2025 to now
- Fidelity InvestmentsMay 2022 to now
- Barley and BoardMar 2022 to May 2022
- The Biscuit BarAug 2021 to Mar 2022
- Pluckers Wing BarAug 2020 to Sep 2021
- Bowlero CorpAug 2019 to Sep 2020
- Pluckers Wing BarMar 2019 to Aug 2019
- TargetJul 2017 to Mar 2019
- Sci-fi FactoryOct 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7562740
- Firm CRD
- 104555