Nicholas Fulgione
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
3 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Nicholas Fulgione? Claim your profile
Contact this firm
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 InvestmentsMar 2026 to now
- New England TwistersSep 2025 to Mar 2026
- Brooks SchoolAug 2025 to Nov 2025
- Channel 7 WhdhSep 2024 to Aug 2025
- StubbysMay 2024 to Sep 2024
- StubbysMay 2023 to Sep 2023
- Yd Red SoxMay 2022 to Sep 2022
- Eagles EdgeMay 2021 to Sep 2021
- Emerson CollegeJan 2021 to May 2024
- Raytheon TechnologiesMay 2020 to Jan 2021
- Franklin & MarshallSep 2019 to May 2020
- North Andover Country ClubJun 2019 to Sep 2019
- Helfrich BoilersJul 2017 to Aug 2017
- Brooks SchoolJan 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, 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
- 8240923
- Firm CRD
- 104555