Nicholas Zades
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered 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 LLCMar 2025 to now
- Fidelity InvestmentsFeb 2024 to now
- The Prudential Insurance Company of AmericaJan 2024 to Feb 2024
- Pruco Securities LLCJul 2023 to Feb 2024
- Park Chateau Estate and GardensMay 2023 to Feb 2024
- Wakefern Food CorporationJun 2022 to Aug 2022
- Coda Kitchen and BarMar 2022 to May 2023
- CollegeAug 2019 to May 2023
- Mjs Restaurant Bar & GrillJun 2018 to Dec 2021
- Primary EducationAug 2016 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7797309
- Firm CRD
- 104555