Nicholas Kolb
Investment adviser representative at Strategic Advisers LLC
15 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
15 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2022 to now
- Colby's Pig Roast Catering Inc.Jun 2021 to May 2022
- Monroe Community Sport Centre CorpMay 2018 to Jan 2019
- Nordon Inc.Nov 2017 to May 2018
- Fastenal CompanySep 2017 to Oct 2017
- Crown Automotive Group dba Crown VolvoAug 2017 to Sep 2017
- Independent ContractorFeb 2017 to Sep 2021
- Colby's Ice Cream & Bake Shop LLCMay 2011 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7587258
- Firm CRD
- 104555