Best Investors Account Sign in

Nicole Wilkinson

Strategic Advisers LLC

Watertown, MA

Watertown, MA

CRD 7322828

Claim This Profile
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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Watertown, MA • United States

Watertown, 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
Summit Lacrosse Club Denver CO 08/2019 Present
University Of Denver Denver CO 09/2015 06/2019
Denver Broncos Football Club Denver CO 04/2018 01/2019
Harrow Sports Denver CO 08/2019 07/2020
Warrior Lacrosse Denver CO 05/2018 09/2018
Fidelity Investments Denver CO 12/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2019 → Present
    Summit Lacrosse Club
    Denver, CO
  • 09/2015 → 06/2019
    University Of Denver
    Denver, CO
  • 04/2018 → 01/2019
    Denver Broncos Football Club
    Denver, CO
  • 08/2019 → 07/2020
    Harrow Sports
    Denver, CO
  • 05/2018 → 09/2018
    Warrior Lacrosse
    Denver, CO
  • 12/2020 → Present
    Fidelity Investments
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-131961|OrgNmn:btone fitness|Org Addr:Brighton,Massachuse,US|OBA Nature:Fitness Studio|Invst Rel:N|Title:Employee|Duties:Leading fitness classes 2X/week|StrtDt:08-15-26|TotHrs/mon:16|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-23
  • S66 Uniform Combined State Law Examination
    2021-04-23
Other Names
  • Nicole Carey Wilkinson
  • Nicki Carey Wilkinson
  • Nicole Wilkinson

View on SEC IAPD

More in Watertown, MA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor