Nicole Grace Leonard
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 LLCApr 2025 to now
- Fidelity InvestmentsJun 2023 to now
- Forest Hills Financial GroupJun 2022 to Aug 2022
- Pace University Learning CommonsMay 2022 to May 2023
- Kitchen StepApr 2022 to May 2023
- Salt Creek GrilleApr 2021 to Apr 2022
- Fanelli's CafeFeb 2020 to Jun 2021
- Pace UniversityAug 2019 to May 2023
- Chocolate WorksOct 2018 to May 2021
- Borough of Tinton FallsJul 2018 to Aug 2018
- Monmouth Regional High SchoolSep 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7589644
- Firm CRD
- 104555