Dagoberto Nunez Nieto

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

• 06/2021 → Present
  Fidelity Investments
  Smithfield, RI
• 06/2020 → 01/2021
  Bellagreen Vintage
  Houston, TX
• 06/2017 → 08/2017
  Whittet-Higgins Company
  Central Falls, RI
• 06/2018 → 08/2018
  Greico Honda
  Johnson, RI
• 06/2020 → 08/2020
  Advanced Orthopedics & Sports Medicine
  Houston, TX
• 01/2018 → 05/2018
  Governor's Prevention Partnership
  Wethersfield, CT
• 12/2018 → 01/2019
  Nesctc Security Agency
  Cranston, RI
• 08/2017 → 05/2018
  Trinity College
  Hartford, CT
• 08/2018 → 05/2019
  Trinity College
  Hartford, CT
• 08/2019 → 05/2020
  Trinity College
  Hartford, CT
• 08/2020 → 05/2021
  Trinity College
  Hartford, CT
• 09/2013 → 06/2017
  St. Andrew's School
  Barrington, RI
• 08/2019 → 08/2019
  Chelos Waterfront Bar And Grill
  Warwick, RI
• 01/2018 → 09/2019
  Trinity College Center For Student Success & Career Development
  Hartford, CT
• 08/2018 → 05/2021
  Trinity College
  Hartford, CT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-01-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-01-22
• S63 Uniform Securities Agent State Law Examination
  2021-10-29

Other Names

• Dagoberto Nunez Nieto
• Dago Nunez
• Dagoberto Nunez Nieto