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Nicholas Vaillancourt

Strategic Advisers LLC

Philadelphia, PA

Howell, 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
PA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1735 Market St Mellon Bank Center, Philadelphia, PA 19103-2998 • United States

Howell, 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
Buona Sera Red Bank NJ 01/2002 11/2021
Citizens Securities Inc. Shrewsbury NJ 05/2012 11/2021
Fidelity Investments Marlton NJ 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2002 → 11/2021
    Buona Sera
    Red Bank, NJ
  • 05/2012 → 11/2021
    Citizens Securities Inc.
    Shrewsbury, NJ
  • 11/2021 → Present
    Fidelity Investments
    Marlton, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Marlton, NJ
  • 2014-09-30 → 2021-11-08
    Citizens Securities, Inc.
    Marlton, NJ
    Marlton, NJ
    Stamford, CT
    Conshohocken, PA
    Conshohocken, PA
    Shrewsbury, NJ
    Johnston, RI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-05-17
S63 Uniform Securities Agent State Law Examination 2007-07-06
  • S65 Uniform Investment Adviser Law Examination
    2014-05-17
  • S63 Uniform Securities Agent State Law Examination
    2007-07-06
Other Names
  • Nick Vaillancourt
  • Nicholas Vaillancourt
  • Nicholas R Vaillancourt

View on SEC IAPD

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Other Offices

GLENMEDE INVESTMENT MANAGEMENT, LP · PHILADELPHIA, PA
CLARK CAPITAL MANAGEMENT GROUP INC · PHILADELPHIA, PA
GLOBAL ADVISERS, LLC · PHILADELPHIA, PA
BIOPHY CAPITAL MANAGEMENT LLC · PHILADELPHIA, PA
VERITABLE FINANCIALS LLC · PHILADELPHIA, PA
CHARLES SCHWAB & CO., INC. · Philadelphia, PA
MORGAN STANLEY · Philadelphia, PA
J.P. MORGAN SECURITIES LLC · Philadelphia, PA

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