Nicholas Lacoille
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 LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Fidelity InvestmentJun 2024 to now
- PepsicoAug 2022 to May 2024
- Eagle EnterpriseMay 2022 to Aug 2022
- Arson Skate ShopAug 2021 to May 2022
- Door DashJun 2021 to May 2024
- UnemployedMar 2021 to Aug 2021
- Advanced Vision CareJul 2020 to Mar 2021
- ZumiezNov 2019 to Nov 2019
- Rutland City RecreationMay 2019 to Oct 2019
- Lake Bomoseen LodgeSep 2018 to Sep 2019
- Alpine Bike WorksAug 2017 to Jun 2018
- McdonaldsFeb 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7949017
- Firm CRD
- 104555