Nicholas Dawson
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 LLCJul 2026 to now
- Fidelity InvestmentsJan 2026 to now
- Darcy NisticoMar 2025 to Jun 2025
- Karey BannisterFeb 2025 to Jan 2026
- Erica HarrisonJan 2025 to Jan 2026
- Denver Chophouse and BreweryDec 2024 to Jan 2025
- Red Rocks Country ClubOct 2024 to Oct 2024
- Church and UnionSep 2024 to Jan 2025
- Sage HospitalityAug 2024 to Oct 2024
- Boundless IncMay 2024 to Jul 2024
- Edge DenverMar 2024 to Mar 2024
- Walmart / Spark DriverJan 2024 to Jan 2026
- Ting Inc. / Sales PartnershipsDec 2023 to Jan 2024
- EtsySep 2022 to Jan 2026
- Kitty Hawk KitesJun 2022 to Aug 2022
- GrubhubMay 2021 to Jan 2026
- DoordashFeb 2021 to Jan 2026
- Uber Technologies, Inc. / Uber EatsJan 2021 to Oct 2022
- InstacartMar 2020 to Jan 2026
- Christopher Newport UniversityAug 2019 to May 2023
- Hunter's Head TavernJun 2019 to Aug 2019
- Clarke County High SchoolJan 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 8215556
- Firm CRD
- 104555