Nickolas John Lalonde

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

• 05/2019 → 12/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Troy, MI
• 05/2019 → 12/2021
  Bank Of America, N.A.
  Troy, MI
• 06/2018 → 08/2018
  Merrill Lynch
  Troy, MI
• 08/2018 → 02/2019
  Unemployed
  Mount Pleasant, MI
• 02/2019 → 04/2019
  Central Michigan Unversity Phonathon
  Mount Pleasant, MI
• 08/2017 → 06/2018
  Unemployed
  Mount Pleasant, MI
• 06/2017 → 08/2017
  Huntington National Bank
  Wyoming, MI
• 09/2015 → 11/2016
  East Campus Market
  Mount Pleasant, MI
• 11/2016 → 08/2017
  Unemployed
  Mount Pleasant, MI
• 02/2017 → 09/2017
  Texas Roadhouse
  Mount Pleasant, MI
• 02/2022 → Present
  Fidelity Investments
  Troy, MI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-03-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Troy, MI
• 2019-08-30 → 2022-01-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Farmington Hills, MI
  New York, NY
  Plymouth, MI
  Royal Oak, MI
  Farmington Hills, MI

Exams

• S66 Uniform Combined State Law Examination
  2019-08-29

Other Names

• Nickolas Lalonde
• Nickolas John Lalonde