Nicholas Annicchiarico

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

• 06/2020 → 12/2022
  Equity Services Inc
  Montpelier, VT
• 11/2019 → 12/2022
  National Life Group
  Mt. Laurel, NJ
• 09/2017 → 11/2019
  Kelloggs
  Hammonton, NJ
• 01/2016 → 09/2017
  Lowes
  Sicklerville, NJ
• 08/2015 → 05/2019
  Arcadia University
  Glenside, PA
• 12/2022 → Present
  Fidelity Investments
  Andalusia, PA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-11-27 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Bensalem, PA
• 2020-09-02 → 2022-11-30
  Equity Services, Inc.
  Media, PA
  Marlton, NJ

Exams

• S66 Uniform Combined State Law Examination
  2020-09-01

Other Names

• Nick Annicchiarico
• Nick Annicchianico