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Nichole Dalena

Strategic Advisers LLC

Lake Grove, NY

Rocky Point, 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

142 New Moriches Road, Lake Grove, NY 11755-1300 • United States

Rocky Point, 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
Geico Woodbury NY 06/2019 09/2019
Suny Albany It Services Help Desk Albany NY 03/2018 03/2020
Phils Restaurant Aquebogue NY 05/2018 08/2018
University At Albany Alban NY 08/2016 05/2020
Fidelity Investments Lake Grove NY 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-17
S63 Uniform Securities Agent State Law Examination 2020-10-16
  • 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

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
CHARLES SCHWAB & CO., INC.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
EDWARD JONES
PENSION FUND EVALUATIONS, INC.
OSAIC WEALTH, INC.

Other Investors

JAMES RYAN ROSELLE
Stephen Carey
Danielle M DeMarco
Brett M. Heyder
Gregory Napolitano
Peter Steven Donahue
Nicholas Milvid
Brandon L DeRamo

Other Offices

J.P. MORGAN SECURITIES LLC · LAKE GROVE, NY
CHARLES SCHWAB & CO., INC. · Lake Grove, NY
WELLS FARGO CLEARING SERVICES, LLC · LAKE GROVE, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LAKE GROVE, NY
LPL FINANCIAL LLC · NESCONSET, NY
EDWARD JONES · ST JAMES, NY
PENSION FUND EVALUATIONS, INC. · CENTEREACH, NY
LPL FINANCIAL LLC · SMITHTOWN, NY

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