Nicholas Fasano
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 InvestmentsApr 2024 to now
- Stifel Finacial Corp.May 2022 to Apr 2024
- UnemployedJan 2022 to May 2022
- Opa TavernaSep 2021 to Nov 2021
- Diamond Ridge Day CampJul 2021 to Aug 2021
- County Line Fence and Outdoor ProductsMay 2021 to Jan 2022
- UnemployedAug 2019 to May 2021
- Princeton UniversityJun 2019 to Aug 2019
- West Chester University of PennsylvaniaAug 2018 to May 2022
- UnemployedMay 2018 to May 2019
- JustfoodMay 2017 to May 2018
- None Such Farmers MarketNov 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7577696
- Firm CRD
- 104555