Nicole Saucier

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

• 06/2002 → 03/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 04/2015 → 03/2019
  Bank Of America, N.A.
  Boston, MA
• 01/2021 → Present
  Fidelity Investments
  Boston, MA
• 03/2019 → 01/2021
  Personal Sabbatical
  Worcester, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-02-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2004-02-03 → 2019-04-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Miami, FL
  Boston, MA
  Boston, MA
  New York, NY
  Boston, MA
  Pennington, NJ
  Boston, MA
  Pennington, NJ
  Pennington, NJ

Exams

• S66 Uniform Combined State Law Examination
  2004-01-14

Other Names

• Nicole Saucier
• Nicole Leigh Saucier
• Nicole Leigh Saucier