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Nicole Sapienza

Strategic Advisers LLC

Plainview, NY

Wantagh, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1551 Old Country Rd, Plainview, NY 11803-5014 • United States

Wantagh, NY • 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
Institutional Securities Corp (Isc Group Inc) Dallas TX 03/2015 01/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 08/2020 03/2022
David Lerner & Associates Syosset NY 01/2019 07/2020
Bank Of America, N.A. Melville NY 11/2020 03/2022
Fidelity Investments Plainview NY 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2015 → 01/2019
    Institutional Securities Corp (Isc Group Inc)
    Dallas, TX
  • 08/2020 → 03/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Melville, NY
  • 01/2019 → 07/2020
    David Lerner & Associates
    Syosset, NY
  • 11/2020 → 03/2022
    Bank Of America, N.A.
    Melville, NY
  • 03/2022 → Present
    Fidelity Investments
    Plainview, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-02
S63 Uniform Securities Agent State Law Examination 2005-04-04
  • S66 Uniform Combined State Law Examination
    2020-10-02
  • S63 Uniform Securities Agent State Law Examination
    2005-04-04
Other Names
  • Nichole L Cohen
  • Nicole L Cohen
  • Nicole L Sapienza
  • Nicole Leah Sapienza

View on SEC IAPD

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OSAIC WEALTH, INC.
FINANCIAL BOSS
ARCAP PARTNERS LLC

Other Investors

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Daniel S Burns
Yaniv Hakim
Kathryn Walker Buck Cannella
Joseph Frank Ciliberti
LOUIS COSMO CILIBERTI
GEORGE FLURENCE CROWLEY
CATHERINE ANGELA PERUGINI

Other Offices

J.P. MORGAN SECURITIES LLC · PLAINVIEW, NY
CONCURRENT INVESTMENT ADVISORS, LLC · Plainview, NY
CITIGROUP GLOBAL MARKETS INC. · PLAINVIEW, NY
LPL FINANCIAL LLC · PLAINVIEW, NY
STATE FARM INVESTMENT MANAGEMENT CORP. · Plainview, NY
OSAIC WEALTH, INC. · PLAINVIEW, NY
FINANCIAL BOSS · PLAINVIEW, NY
ARCAP PARTNERS LLC · PLAINVIEW, NY

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