Nicholas Ray

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
  Vero Beach, FL
• 12/2020 → 05/2021
  Ray|Theil Wealth Management
  Dayton, OH
• 12/2019 → 12/2020
  Marriott International: The Ritz Carlton Hotel Company
  Orlando, FL
• 09/2018 → 12/2019
  Marriott Vacation Club: Harbour Lake Resort
  Orlando, FL
• 04/2018 → 09/2018
  Riversedge Outfitters
  Dayton, OH
• 09/2017 → 04/2018
  Marriott Vacation Club: Grande Vista
  Orlando, OH
• 04/2017 → 09/2017
  Riversedge Outfitters
  Dayton, OH
• 01/2017 → 04/2017
  Walt Disney World Resort
  Orlando, FL
• 04/2016 → 10/2016
  Riversedge Outfitters
  Dayton, OH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-05-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Vero Beach, FL
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2022-04-02
• S63 Uniform Securities Agent State Law Examination
  2021-11-28

Other Names

• Nicholas Patrick Ray
• Nicholas Ray