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Nicholas Williams Carlino

Strategic Advisers LLC

Burlington, MA

Framingham, MA

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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

Burlington, MA • United States

405 Cochituate Road, Framingham, MA 01701-4648 • 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
Bonanno Construction Woburn MA 05/2015 08/2017
Countryside Transportation Lynnfield MA 05/2016 09/2018
Audy Global Enterprises Boston MA 05/2018 08/2018
Northwestern Mutual Life Insurance Company Milwaukee WI 12/2018 06/2019
Northwestern Mutual Investment Services Llc Woburn MA 06/2019 08/2019
Fidelity Brokerage Services Llc Merrimack NH 08/2019 Present
Lasell College Newton MA 09/2015 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → 08/2017
    Bonanno Construction
    Woburn, MA
  • 05/2016 → 09/2018
    Countryside Transportation
    Lynnfield, MA
  • 05/2018 → 08/2018
    Audy Global Enterprises
    Boston, MA
  • 12/2018 → 06/2019
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 06/2019 → 08/2019
    Northwestern Mutual Investment Services Llc
    Woburn, MA
  • 08/2019 → Present
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 09/2015 → 05/2019
    Lasell College
    Newton, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-06-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-17
  • S66 Uniform Combined State Law Examination
    2019-12-17
Other Names
  • Nicholas Carlino
  • Nick Carlino
  • Nicholas Williams Carlino

View on SEC IAPD

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