Nichole Dalena

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

• 06/2019 → 09/2019
  Geico
  Woodbury, NY
• 03/2018 → 03/2020
  Suny Albany It Services Help Desk
  Albany, NY
• 05/2018 → 08/2018
  Phils Restaurant
  Aquebogue, NY
• 08/2016 → 05/2020
  University At Albany
  Alban, NY
• 06/2020 → Present
  Fidelity Investments
  Lake Grove, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-01-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Lake Grove, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-12-17
• S63 Uniform Securities Agent State Law Examination
  2020-10-16

Other Names

• Nichole Marie Sheren
• Nichole Marie Dalena