Nicole Huyser

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Grand Rapids, MI
• 11/2016 → 10/2020
  Wells Fargo Clearing Services, Llc
  Grand Rapids, MI
• 02/2021 → 04/2021
  Cuso Financial Services, Lp
  San Diego, CA
• 02/2021 → 04/2021
  Dfcu Financial
  Dearborn, MI
• 07/2021 → Present
  Fidelity Investments
  Covington, KY
• 10/2020 → 02/2021
  Self
  Rockford, MI
• 04/2021 → 07/2021
  Unemployed
  Rockford, MI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-09-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY
• 2021-02-18 → 2021-04-09
  Cuso Financial Services, L.P.
  Dearborn, MI
• 2013-01-02 → 2020-10-26
  Wells Fargo Clearing Services, Llc
  Grand Rapids, MI

Exams

• S66 Uniform Combined State Law Examination
  2012-11-13
• S63 Uniform Securities Agent State Law Examination
  2002-08-13

Other Names

• Nicole L Sagorski
• Nicole L Allen
• Nicole L Huyser
• Nicole Lynn Huyser
• Nicole Huyser