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Nicholas Villeneuve

Strategic Advisers LLC

Merrimack, NH

Weare, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Weare, NH • 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
Td Ameritrade Manchester NH 08/2016 01/2021
Fidelity Investments Merrimack NH 05/2021 Present
Unemployed Bedford NH 01/2021 05/2021
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 01/2021
    Td Ameritrade
    Manchester, NH
  • 05/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 01/2021 → 05/2021
    Unemployed
    Bedford, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
  • 2016-08-22 → 2021-01-11
    Td Ameritrade, Inc.
    Bedford, NH
    Burlington, MA
    Manchester, NH
    Bedford, NH
    Burlington, VT
    Burlington, VT
  • 2016-08-22 → 2020-12-31
    Td Ameritrade Investment Management, Llc
    Manchester, NH
    South Burlington, VT
  • 2016-06-07 → 2016-07-27
    Msi Financial Services, Inc.
    Manchester, NH
Other Businesses

OBA-60487|OrgNmn:Neighborworks Southern New Hampshire|Org Addr:Manchester,New Hampsh,US|OBA Nature:Provide affordable housing|Invst Rel:N|Title:Board Member and Treasurer|Duties:Review balance sheets and accounting items for the boards review and approval|StrtDt:03-30-23|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-12
  • S66 Uniform Combined State Law Examination
    2016-05-12
Other Names
  • Nick David Villeneuve
  • Nicholas David Villeneuve

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ON INVESTMENT MANAGEMENT CO
PEAK WEALTH MANAGEMENT LLC
PHOENIX INTERNATIONAL INVESTMENTS LLC
NASHUA CAPITAL MANAGEMENT LLC

Other Investors

SHANNON P MCCABE
BYRON J. THRESHER
RYAN JEREMY CHARETTE
KENNETH ZAHN
STEPHEN A LUNGO
DENNIS CIPRIANO
STEVEN STRAND
BELINDA L TRIPP

Other Offices

STRATEGIC ADVISERS LLC · MERRIMACK, NH
CHARLES SCHWAB & CO., INC. · Nashua, NH
LPL FINANCIAL LLC · NASHUA, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · MERRIMACK, NH
ON INVESTMENT MANAGEMENT CO · MERRIMACK, NH
PEAK WEALTH MANAGEMENT LLC · NASHUA, NH
PHOENIX INTERNATIONAL INVESTMENTS LLC · NASHUA, NH

More in Merrimack, NH

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