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Nicholas Favazza

Strategic Advisers LLC

Ipswich, MA

Portsmouth, NH

Danvers, MA

CRD 7418029

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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
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

Ipswich, MA • United States

54 Maplewood Ave, Portsmouth, NH 03801-3712 • United States

152 Endicott Street, Danvers, MA 01923-3619 • 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
Fidelity Investments Merrimack NH 07/2021 Present
Ipswich Ale Brewery Ipswich MA 06/2016 08/2020
Hamilton Wenham Regional School District Hamilton MA 08/2011 06/2017
University Of New Hampshire Durham NH 08/2017 06/2021
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 06/2016 → 08/2020
    Ipswich Ale Brewery
    Ipswich, MA
  • 08/2011 → 06/2017
    Hamilton Wenham Regional School District
    Hamilton, MA
  • 08/2017 → 06/2021
    University Of New Hampshire
    Durham, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-09
  • S66 Uniform Combined State Law Examination
    2022-02-09
Other Names
  • Nicholas Andrew Favazza
  • Nicholas Favazza

View on SEC IAPD

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