Nicholas Dardas
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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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 InvestmentsJun 2024 to now
- Bkc ConsultingJun 2019 to now
- Central Michigan UnAug 2023 to May 2024
- Royal Bank of Canada Capital MarketsJun 2023 to Aug 2023
- Central Michigan UnAug 2022 to Jun 2023
- Caixa Economica General MontepioJun 2022 to Aug 2022
- Central Michigan UnAug 2021 to Jun 2022
- Dow ChemicalJun 2018 to Jul 2019
- Bay City Western HiApr 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 7762453
- Firm CRD
- 104555