Nicholas Mamakos

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-01-08
MD	RA	APPROVED	2025-06-05

TX RA
APPROVED

Since 2026-01-08
MD RA
APPROVED

Since 2025-06-05

Branch Locations

402 King Farm Blvd Suite 150, Rockville, MD 20850-5997 • United States

Rockville, MD • 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

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

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

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-04-25

S66 Uniform Combined State Law Examination

2016-04-25

Other Names

Nicholas Mamakos
Nicholas A. Mamakos
Nick Mamakos
Nicholas Antonios Mamakos

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NAVY FEDERAL INVESTMENT SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

J.P. MORGAN SECURITIES LLC

UNITED BROKERAGE SERVICES, INC

PROFIT INVESTMENTS

ORTMAN FINANCIAL PLANNING

Other Investors

JOHN BRIAN OETTINGER

JORDAN SCOTT KRAUS

Anna Laureys Squier

JASON SCOTT COHEN

JENNIFER CHRISTINE PASCAL

Annalise Taylor Haywood

Liam Christopher Sweet

Other Offices

LPL FINANCIAL LLC · ROCKVILLE, MD

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD

NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD

STATE FARM INVESTMENT MANAGEMENT CORP. · N Bethesda, MD

J.P. MORGAN SECURITIES LLC · Rockville, MD

UNITED BROKERAGE SERVICES, INC · ROCKVILLE, MD

PROFIT INVESTMENTS · NORTH BETHESDA, MD

ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

More in Rockville, MD

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