Nicholas Michael Barnes

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

• 03/2010 → 03/2021
  The Home Depot
  Plano, TX
• 03/2021 → Present
  Fidelity Investments
  Westlake, TX
• 08/2011 → 12/2017
  North Central Texas College
  Gainesville, TX
• 05/2016 → 06/2018
  Self-Employed
  Lewisville, TX

Other Businesses

OBA-120377|OrgNmn:Hawk & Bell Press Works|Org Addr:Rhome,Texas,US|OBA Nature:Media Production company|Invst Rel:N|Title:Sole Proprietor|Duties:I am responsible for all creative direction, writing, editing, and production of original media content under the Hawk & Bell Press Works bran|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2026-06-02
• S63 Uniform Securities Agent State Law Examination
  2021-07-13

Other Names

• Nick Barnes
• Nicholas Barnes