Nicholas G. Amendolara
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 LLCAug 2026 to now
- Fidelity InvestmentsJul 2026 to now
- Claros Capital LLC.Jun 2026 to Jul 2026
- Artist/guitar BuilderMar 2026 to Jul 2026
- Massaro Wealth ManagementNov 2025 to Jul 2026
- Money Concepts Capital Corp.Nov 2025 to Jul 2026
- J.P. Morgan Securities LLCDec 2024 to Nov 2025
- Well Strung GuitarsMay 2021 to Dec 2024
- Supplyhouse.comNov 2020 to May 2021
- Fairfield PropertiesNov 2019 to Oct 2020
- UnemployedJan 2019 to Oct 2019
- Whisbe WorldwideMay 2017 to Dec 2018
- UnemployedJun 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 8027172
- Firm CRD
- 104555