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Nicholas Kouletas

Strategic Advisers LLC

Greenwood Village, CO

Nanuet, NY

Wayne, NJ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

2142 Fashion Drive, Nanuet, NY 10954-2747 • United States

Wayne, 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
Pnc Bank Wayne NJ 05/2015 07/2017
Pnc Investments Llc Wayne NJ 05/2015 07/2017
The Kouletas Group, Llc Wayne NJ 03/2003 01/2023
Pnc Bank Wayne NJ 07/2017 11/2018
Pnc Investments Pittsburgh PA 07/2017 11/2018
Wells Fargo Clearing Services, Llc Summit NJ 11/2018 11/2022
Fidelity Investments Wayne NJ 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → 07/2017
    Pnc Bank
    Wayne, NJ
  • 05/2015 → 07/2017
    Pnc Investments Llc
    Wayne, NJ
  • 03/2003 → 01/2023
    The Kouletas Group, Llc
    Wayne, NJ
  • 07/2017 → 11/2018
    Pnc Bank
    Wayne, NJ
  • 07/2017 → 11/2018
    Pnc Investments
    Pittsburgh, PA
  • 11/2018 → 11/2022
    Wells Fargo Clearing Services, Llc
    Summit, NJ
  • 01/2023 → Present
    Fidelity Investments
    Wayne, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-95067|OrgNmn:Paulson and Stevenson, LLC|Org Addr:Wayne,New Jersey,US|OBA Nature:I own a rental property and I |Invst Rel:Y|Title:Sole Proprietor|Duties:I own and manage the property so I collect the rents and pay the bills.|StrtDt:01-17-13|TotHrs/mon:5|TrdHrs/mon:0|OBA-95172|OrgNmn:40 Quincy St, LLC|Org Addr:Wayne,New Jersey,US|OBA Nature:I own a rental property and I |Invst Rel:Y|Title:Sole Proprietor|Duties:I own and manage the property so I collect the rents and pay the bills.|StrtDt:04-04-14|TotHrs/mon:2|TrdHrs/mon:0|OBA-95171|OrgNmn:The Kouletas Group, LLC|Org Addr:Wayne,New Jersey,US|OBA Nature:I own a rental property and I |Invst Rel:Y|Title:Sole Proprietor|Duties:I own and manage the property so I collect the rents and pay the bills.|StrtDt:01-17-03|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-29
S63 Uniform Securities Agent State Law Examination 1997-10-09
  • S66 Uniform Combined State Law Examination
    2015-06-29
  • S63 Uniform Securities Agent State Law Examination
    1997-10-09
Other Names
  • Nicholas Kouletas
  • Nicholas P Kouletas

View on SEC IAPD

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