Nicole Kaitlyn Dipinto
Investment adviser representative at Strategic Advisers LLC
8 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
8 years in the industry.
- Strategic Advisers LLCJun 2025 to now
- Fidelity InvestmentsJun 2022 to now
- Chs Wealth ManagementJan 2022 to Apr 2022
- Papagallos RestaurantJan 2021 to Jan 2022
- Golf Club of AvonJun 2020 to Aug 2020
- The Seafood ShackDec 2019 to Jan 2020
- The RiverviewJun 2019 to Aug 2019
- The Seafood ShackDec 2018 to Jan 2019
- Keene State ColllegeAug 2018 to May 2022
- Ski SundownDec 2017 to Mar 2018
- The Seafood ShackJun 2017 to Aug 2017
- Little Folks CornerDec 2016 to Apr 2017
- Simsbury High SchoolAug 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7580470
- Firm CRD
- 104555