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Nicholas Jason Exias

Strategic Advisers LLC

New Britain, CT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

New Britain, CT • 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
Jpmorgan Chase Na Darien CT 05/2016 05/2019
Jpmorgan Chase Bank Darien CT 05/2016 05/2019
Td Ameritrade Brookfield CT 05/2019 01/2021
Unemployed Stamford CT 01/2021 06/2021
Santander Bank, Na Boston MA 06/2021 08/2023
Santander Securities, Llc Dorchester MA 06/2021 08/2023
Dime Bank Glastonbury CT 05/2023 08/2023
Fidelity Investments Merrimack NH 08/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2016 → 05/2019
    Jpmorgan Chase Na
    Darien, CT
  • 05/2016 → 05/2019
    Jpmorgan Chase Bank
    Darien, CT
  • 05/2019 → 01/2021
    Td Ameritrade
    Brookfield, CT
  • 01/2021 → 06/2021
    Unemployed
    Stamford, CT
  • 06/2021 → 08/2023
    Santander Bank, Na
    Boston, MA
  • 06/2021 → 08/2023
    Santander Securities, Llc
    Dorchester, MA
  • 05/2023 → 08/2023
    Dime Bank
    Glastonbury, CT
  • 08/2023 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New Britain, CT
  • 2021-07-01 → 2022-06-09
    Santander Securities Llc
    West Hartford, CT
    Boston, MA
  • 2019-07-16 → 2021-01-11
    Td Ameritrade, Inc.
    Brookfield, CT
    Fairfield, CT
  • 2019-07-16 → 2020-12-31
    Td Ameritrade Investment Management, Llc
    Brookfield, CT
    Fairfield, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-15
S63 Uniform Securities Agent State Law Examination 2014-05-02
  • S66 Uniform Combined State Law Examination
    2019-07-15
  • S63 Uniform Securities Agent State Law Examination
    2014-05-02
Other Names
  • Nicholas Exias

View on SEC IAPD

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