Nicholas Mcnamara
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2022 to now
- Chicken Salad ChickMay 2021 to Jul 2022
- Enviro-master ServicesMar 2020 to May 2021
- InstacartOct 2019 to Jul 2022
- UberOct 2019 to Jul 2022
- MclawnJul 2019 to Jul 2022
- Resale By NickJul 2019 to Jul 2022
- Custom Climate Spray Foam InsulationApr 2019 to Aug 2019
- Metro Entertainment ComplexNov 2018 to May 2021
- Catering By LizAug 2018 to Aug 2020
- Caple LandscapingDec 2017 to Jan 2018
- Starbucks Coffee CompanyDec 2017 to Jan 2018
- Hamburger Mary's Pub HouseNov 2017 to Nov 2018
- Carrabbas Italian GrillNov 2017 to Jan 2018
- University of North FloridaJan 2016 to Jan 2018
- Naples Miller's Ale HouseDec 2015 to Dec 2017
- MacarettaAug 2014 to Jul 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
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
- 7599063
- Firm CRD
- 104555