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Nicholas A. Perfido

Strategic Advisers LLC

Burlington, MA

Waltham, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
MA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528 • United States

Waltham, MA • 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
Fidelity Brokerage Services Llc Denver CO 10/2015 10/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated Newton MA 01/2020 07/2021
4R Restaurant Group Winter Park FL 12/2016 01/2020
Bank Of America, N.A. Newton MA 07/2021 05/2022
Fidelity Investments Burlington MA 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2015 → 10/2016
    Fidelity Brokerage Services Llc
    Denver, CO
  • 01/2020 → 07/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Newton, MA
  • 12/2016 → 01/2020
    4R Restaurant Group
    Winter Park, FL
  • 07/2021 → 05/2022
    Bank Of America, N.A.
    Newton, MA
  • 05/2022 → Present
    Fidelity Investments
    Burlington, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-106425|OrgNmn:MVSEVMS Music|Org Addr:Watertown,Massachuse,US|OBA Nature:Mobile DJ services, paid per g|Invst Rel:N|Title:DJ|Duties:3-4 hours on weekends - seting up, performing, breaking down equipment|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-30
S63 Uniform Securities Agent State Law Examination 2015-12-14
  • S66 Uniform Combined State Law Examination
    2020-10-30
  • S63 Uniform Securities Agent State Law Examination
    2015-12-14
Other Names
  • Nicholas Alexander Perfido
  • Nick Perfido
  • Nicholas Perfido

View on SEC IAPD

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Ryan Richard Kolden
WILLIAM T EATON
MITCHELL ALAN GOLDFELD
JUAN DONABEDIAN
SHARON M CONSOLI
John Edwardh
Meaghan Anne Murphy Keeven
STEPHEN BARRY FREEDMAN

Other Offices

RPG FAMILY WEALTH ADVISORY, LLC · BURLINGTON, MA
RISK PARADIGM GROUP, LLC · BURLINGTON, MA
EDELMAN FINANCIAL ENGINES · BURLINGTON, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURLINGTON, MA
ONEPOINT BFG WEALTH PARTNERS · Burlington, MA
EDELMAN FINANCIAL ENGINES · Town of Burlington, MA
EDELMAN FINANCIAL ENGINES · BURLINGTON, TOWN OF, MA
RISK PARADIGM GROUP, LLC · Burlington, MA

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