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Nicole Kristine Abbott

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.

  1. Strategic Advisers LLCApr 2025 to now
  2. Fidelity InvestmentsJul 2024 to now
  3. Chapin's Bayside RestaurantJun 2024 to Jul 2024
  4. Pivot MarketingNov 2023 to Jun 2024
  5. Umass AmherstSep 2023 to May 2024
  6. Fidelity InvestmentsJun 2023 to Aug 2023
  7. Umass AmherstSep 2022 to May 2023
  8. Chapin's Bayside RestaurantMay 2022 to Aug 2022
  9. Umass AmherstSep 2021 to May 2022
  10. Child Care ProviderMay 2021 to Aug 2021
  11. Umass AmherstSep 2020 to May 2021
  12. UnemployedJun 2020 to Aug 2020
  13. Melrose High SchoolSep 2019 to Jun 2020
  14. Child Care ProviderMay 2019 to Aug 2019
  15. Saugus Family YmcaMay 2018 to Aug 2018
  16. Melrose Volleyball Summer CampMay 2017 to Aug 2019
  17. Melrose High SchoolSep 2016 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (MA, 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
7963488
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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