Nikhil Kapoor

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

• 07/2011 → 03/2017
  Metlife
  Shelton, CT
• 03/2017 → 05/2021
  Mml Investors Services, Llc
  Shelton, CT
• 07/2016 → 05/2021
  Mass Mutual Life Insurance Company
  Shelton, CT
• 06/2021 → Present
  Fidelity Investments
  Fairfield, CT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-07-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Fairfield, CT
• 2019-03-26 → 2021-05-26
  Mml Investors Services, Llc
  Shelton, CT

Exams

• S66 Uniform Combined State Law Examination
  2019-01-28

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Nik Kapoor