Nicholas James Muro
Investment adviser representative at Strategic Advisers LLC
9 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
9 years in the industry.
- Strategic Advisers LLCMar 2026 to now
- Fidelity InvestmentsOct 2025 to now
- VuoriSep 2025 to Oct 2025
- Psycho BunnyJul 2025 to Sep 2025
- Geneva FinancialMar 2023 to Jul 2025
- Wells Fargo Clearing Services, LLCJul 2022 to Mar 2023
- Wells Fargo Bank, NAJul 2018 to Jul 2022
- Nektar Juice BarSep 2017 to May 2018
- Unemployed Full Time StudentMar 2017 to Aug 2017
- CinemarkMar 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7594135
- Firm CRD
- 104555