Nicholas Dillman
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 InvestmentsAug 2023 to now
- UnemployedSep 2022 to Jul 2023
- Fidelity InvestmentsJun 2022 to Aug 2022
- UnemployedNov 2019 to May 2022
- Jeremy Ranch Golf CourseJul 2019 to Oct 2019
- Old Spaghetti FactoryMay 2019 to May 2019
- UnemployedSep 2018 to Apr 2019
- University of UtahAug 2018 to May 2023
- Jeremy Ranch Golf CourseJun 2018 to Aug 2018
- UnemployedAug 2017 to May 2018
- Park City RecreationJun 2017 to Jul 2017
- UnemployedNov 2016 to May 2017
- Park City High SchoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7799903
- Firm CRD
- 104555