Nicholas Mcdonald

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Seminars and workshops

Experience

9 years in the industry.

1. Strategic Advisers LLCApr 2026 to now
2. Fidelity InvestmentsOct 2025 to now
3. UnemployedJan 2025 to Oct 2025
4. Multi Track ProductionsDec 2024 to Jan 2025
5. UnemployedAug 2024 to Dec 2024
6. Express JanitorialMay 2024 to Aug 2024
7. UnemployedJan 2024 to May 2024
8. Multi Track ProductionsDec 2023 to Jan 2024
9. UnemployedAug 2023 to Dec 2023
10. Market MaxMay 2023 to Aug 2023
11. UnemployedJan 2023 to May 2023
12. Multi Track ProductionsDec 2022 to Jan 2023
13. UnemployedAug 2022 to Dec 2022
14. Orlando Baking CompanyMay 2022 to Aug 2022
15. Multi Track ProductionsDec 2021 to Jan 2022
16. UnemployedNov 2020 to May 2022
17. Market MaxAug 2020 to Nov 2020
18. Newport Harbor - Shoreby ClubMay 2020 to Aug 2020
19. UnemployedNov 2019 to May 2020
20. City of Broadview HeightsAug 2019 to Nov 2019
21. UnemployedNov 2018 to Aug 2019
22. City of Broadview HeightsAug 2018 to Nov 2018
23. UnemployedNov 2017 to Aug 2018
24. City of Broadview HeightsAug 2017 to Nov 2017
25. UnemployedNov 2016 to Aug 2017
26. City of Broadview HeightsAug 2016 to Nov 2016

Exams passed

• Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (OH, TX).

Strategic Advisers LLC

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

8182767

Firm CRD

104555