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Nicholas Joseph Cyr

Strategic Advisers LLC

New Haven, CT

New Haven, CT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31

Branch Locations

265 Church St One Century Tower, New Haven, CT 06510-7013 • United States

New Haven, CT • 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
Mutual Of Omaha Trumbull CT 04/2020 10/2020
Hockey Club De Morzine-Avoriaz Morzine 09/2019 04/2020
Salve Regina University Newport RI 09/2015 05/2019
Castle Hill Inn Newport RI 04/2019 09/2019
Newport National Golf Club Middletown RI 04/2019 09/2019
Castle Hill Inn Newport RI 04/2018 09/2018
Ri Parking Company Newport RI 04/2017 06/2017
Castle Hill Inn Newport RI 06/2017 09/2017
Newport National Golf Club Middletown RI 04/2016 09/2016
Fidelity Investments New Haven CT 10/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2020 → 10/2020
    Mutual Of Omaha
    Trumbull, CT
  • 09/2019 → 04/2020
    Hockey Club De Morzine-Avoriaz
    Morzine
  • 09/2015 → 05/2019
    Salve Regina University
    Newport, RI
  • 04/2019 → 09/2019
    Castle Hill Inn
    Newport, RI
  • 04/2019 → 09/2019
    Newport National Golf Club
    Middletown, RI
  • 04/2018 → 09/2018
    Castle Hill Inn
    Newport, RI
  • 04/2017 → 06/2017
    Ri Parking Company
    Newport, RI
  • 06/2017 → 09/2017
    Castle Hill Inn
    Newport, RI
  • 04/2016 → 09/2016
    Newport National Golf Club
    Middletown, RI
  • 10/2020 → Present
    Fidelity Investments
    New Haven, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New Haven, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-04
S63 Uniform Securities Agent State Law Examination 2021-03-19
  • S65 Uniform Investment Adviser Law Examination
    2022-02-04
  • S63 Uniform Securities Agent State Law Examination
    2021-03-19

View on SEC IAPD

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Other Investors

CHARLES FRANCIS KREITLER
DWAYNE MICHAEL TYRIL
JACOB WILLIAM NESS
ALYSE ROSE UZARSKI
Beau T Tillinghast
MARC A. CIOCIOLA
DAVID LEWIS KING
Wiktor Wozniak

Other Offices

KREITLER FINANCIAL LLC · NEW HAVEN, CT
UBS FINANCIAL SERVICES INC. · NEW HAVEN, CT
WASHINGTON TRUST ADVISORS · NEW HAVEN, CT
WASHINGTON TRUST ADVISORS · NEW HAVEN, CT
LPL FINANCIAL LLC · NEW HAVEN, CT
RAYMOND JAMES & ASSOCIATES, INC. · NEW HAVEN, CT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · NEW HAVEN, CT
J.P. MORGAN SECURITIES LLC · NEW HAVEN, CT

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