Nicholas Souksay

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
NJ	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

NJ RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

35 Morris Street, Morristown, NJ 07960-3919 • United States

Piscataway, NJ • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Somerville	NJ	12/2015	04/2021
Bank Of America, N.A.	Somerville	NJ	02/2016	04/2021
Fidelity Investments	Morristown	NJ	04/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

12/2015 → 04/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Somerville, NJ
02/2016 → 04/2021

Bank Of America, N.A.

Somerville, NJ
04/2021 → Present

Fidelity Investments

Morristown, NJ
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-05-03 → 2025-03-31

Fidelity Personal And Workplace Advisors

Morristown, NJ
2016-03-08 → 2021-04-26

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ

East Brunswick, NJ

Somerville, NJ

South Plainfield, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-03-04

S66 Uniform Combined State Law Examination

2016-03-04

Other Names

Nicholas G Souksay
Nicholas Guy Souksay
Nicholas Souksay

View on SEC IAPD

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