Nicholas Zucco

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

• 08/2017 → 09/2019
  Mml Investors Services
  Holyoke, MA
• 05/2017 → 09/2019
  Mass Mutual Life Insurance Company
  Holyoke, MA
• 06/2012 → 09/2019
  Ludlow Fish & Game Club
  Ludlow, MA
• 08/2014 → 12/2016
  Southern New Hampshire University
  Hooksett, NH
• 09/2019 → Present
  Fidelity Brokerage Services Llc
  West Hartford, CT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2019-10-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  West Hartford, CT

Exams

• S66 Uniform Combined State Law Examination
  2018-02-13

Other Names

• Nicholas Anthony Zucco