Nicholas William Hedge

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

• 07/2020 → Present
  Fidelity Investments
  Boston, MA
• 11/2019 → 04/2020
  Clari
  Sunnyvale, CA
• 08/2018 → 09/2019
  200Ok Llc D.b.a Profitwell
  Boston, MA
• 06/2014 → 08/2018
  Oracle
  Burlington, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-08-31 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-14
• S63 Uniform Securities Agent State Law Examination
  2020-10-30

Other Names

• Nicholas William Hedge
• Nicholas Hedge