Nicholas Mamakos

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

• 04/2025 → Present
  Fidelity Investments
  Rockville, MD
• 01/2016 → 04/2025
  Bank Of America, N.A.
  Hunt Valley, MD
• 11/2015 → 04/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hunt Valley, MD

Previous Registrations

• 2016-04-26 → 2025-04-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hunt Valley, MD
  Hunt Valley, MD
  Hunt Valley, MD
  Hunt Valley, MD
  Hunt Valley, MD
  Odenton, MD
  Pennington, NJ

Exams

• S66 Uniform Combined State Law Examination
  2016-04-25

Other Names

• Nicholas Mamakos
• Nicholas A. Mamakos
• Nick Mamakos
• Nicholas Antonios Mamakos