Nicholas Baudo
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCApr 2025 to now
- Fidelity InvestmentsJun 2023 to now
- EnterpriseJun 2022 to Sep 2022
- John HancockOct 2021 to Apr 2022
- Laz ParkingSep 2021 to May 2023
- WeathervaneOct 2020 to Mar 2021
- Saint Thomas Aquinas High SchoolSep 2019 to May 2023
- University of New HampshireSep 2019 to May 2023
- Ledges Golf ClubApr 2018 to Aug 2021
- Millwork CityJun 2017 to Mar 2018
- ZumiezNov 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NH, 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
- 7767480
- Firm CRD
- 104555