Justine K Nostrom

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

• 08/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clearwater, FL
• 01/2022 → Present
  Fidelity Brokerage Services Llc
  Tarpon Springs, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-03-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Tarpon Springs, FL
• 2016-08-23 → 2022-01-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clearwater, FL
• 2011-03-22 → 2016-07-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Riverhead, NY
  Garden City, NY
  Palm Harbor, FL
  Tarpon Springs, FL
  Largo, FL
  Tarpon Springs, FL
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2011-03-21
• S63 Uniform Securities Agent State Law Examination
  2005-01-29

Other Names

• Justine Kathryn Swotkewicz
• Kate Nostrom
• Justine Kathryn Nostrom
• Justine Nostrom