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Nicholas Palumbo

Strategic Advisers LLC

Merrimack, NH

Lynnfield, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Lynnfield, MA • 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
Woodard & Curran Portland ME 06/2019 12/2021
Lowe's Home Improvement Saugus MA 12/2017 09/2018
Powers & Sullivan Llc. Wakefield MA 05/2017 08/2017
Pure Hockey Needham MA 09/2014 05/2018
Adaptive Media, Llc Woburn MA 01/2019 01/2022
Cetera Advisors Minneapolis MN 10/2020 11/2021
Fidelity Investments Merrimack NH 01/2022 Present
Robert Half Boston MA 10/2018 03/2019
Beacon Hill Staffing Boston MA 03/2019 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → 12/2021
    Woodard & Curran
    Portland, ME
  • 12/2017 → 09/2018
    Lowe's Home Improvement
    Saugus, MA
  • 05/2017 → 08/2017
    Powers & Sullivan Llc.
    Wakefield, MA
  • 09/2014 → 05/2018
    Pure Hockey
    Needham, MA
  • 01/2019 → 01/2022
    Adaptive Media, Llc
    Woburn, MA
  • 10/2020 → 11/2021
    Cetera Advisors
    Minneapolis, MN
  • 01/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 10/2018 → 03/2019
    Robert Half
    Boston, MA
  • 03/2019 → 05/2019
    Beacon Hill Staffing
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
  • 2021-07-22 → 2021-11-22
    Cetera Advisors Llc
    West Newton, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-03
  • S66 Uniform Combined State Law Examination
    2021-07-03
Other Names
  • Nicholas Keith Palumbo

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ON INVESTMENT MANAGEMENT CO
PEAK WEALTH MANAGEMENT LLC
PHOENIX INTERNATIONAL INVESTMENTS LLC
NASHUA CAPITAL MANAGEMENT LLC

Other Investors

SHANNON P MCCABE
BYRON J. THRESHER
RYAN JEREMY CHARETTE
KENNETH ZAHN
STEPHEN A LUNGO
DENNIS CIPRIANO
STEVEN STRAND
BELINDA L TRIPP

Other Offices

STRATEGIC ADVISERS LLC · MERRIMACK, NH
CHARLES SCHWAB & CO., INC. · Nashua, NH
LPL FINANCIAL LLC · NASHUA, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · MERRIMACK, NH
ON INVESTMENT MANAGEMENT CO · MERRIMACK, NH
PEAK WEALTH MANAGEMENT LLC · NASHUA, NH
PHOENIX INTERNATIONAL INVESTMENTS LLC · NASHUA, NH

More in Merrimack, NH

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