Nicholas A. Strumar
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 InvestmentsJan 2025 to now
- UberOct 2024 to Oct 2024
- TopgolfOct 2023 to Jan 2025
- Self EmployedAug 2023 to Jan 2025
- Lemon & Oil Deli & CateringOct 2022 to Jan 2025
- Whole Foods MarketOct 2021 to May 2023
- DoordashApr 2021 to Oct 2024
- Texas RoadhouseDec 2018 to Oct 2021
- Cranston Area Career and Technical CenterAug 2018 to Jul 2021
- Cranston Highschool WestAug 2018 to Jun 2021
- Western Hills Middle SchoolAug 2016 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 8035402
- Firm CRD
- 104555