Nicholas Di Palma

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

• 01/2016 → 05/2019
  Marist Institute For Public Opinion
  Poughkeepsie, NY
• 05/2018 → 08/2018
  Fidelity Investments
  Smithfield, RI
• 06/2017 → 08/2017
  Cafe Itri
  Cranston, RI
• 08/2015 → 05/2019
  Marist College
  Poughkeepsie, NY
• 06/2019 → 04/2023
  Fidelity Investments
  Smithfield, RI
• 04/2023 → Present
  Fidelity Investments
  New York, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-07-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-07-14
• S63 Uniform Securities Agent State Law Examination
  2019-10-03

Other Names

• Nicholas John Di Palma
• Nicholas Di Palma