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Basile Albert Nahas

Strategic Advisers LLC

Summit, NJ

CRD 2806180

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-05-23
TX RA APPROVED 2025-05-22
  • NJ RA
    APPROVED
    Since 2025-05-23
  • TX RA
    APPROVED
    Since 2025-05-22

Branch Locations

Summit, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oppenheimerfunds New York NY 05/2016 05/2019
Galileo Financial Technologies Salt Lake City UT 08/2019 04/2020
Un-Employed Summit NJ 05/2020 04/2021
Institutional Shareholder Services Nyc NY 06/2021 08/2022
Fidelity Investments Summit NJ 03/2023 Present
Unemployed Summit NJ 09/2022 03/2023
  • 05/2016 → 05/2019
    Oppenheimerfunds
    New York, NY
  • 08/2019 → 04/2020
    Galileo Financial Technologies
    Salt Lake City, UT
  • 05/2020 → 04/2021
    Un-Employed
    Summit, NJ
  • 06/2021 → 08/2022
    Institutional Shareholder Services
    Nyc, NY
  • 03/2023 → Present
    Fidelity Investments
    Summit, NJ
  • 09/2022 → 03/2023
    Unemployed
    Summit, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-21
S63 Uniform Securities Agent State Law Examination 2005-02-08
  • S66 Uniform Combined State Law Examination
    2025-05-21
  • S63 Uniform Securities Agent State Law Examination
    2005-02-08
Other Names
  • Buzz Nahas
  • Basile A Nahas
  • Basile A Nahas
  • Basile Albert Nahas

View on SEC IAPD

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