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Nicole M. Turi

Strategic Advisers LLC

New York, NY

New York, NY

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
PA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

New York, NY • United States

320 Park Avenue, New York, NY 10022-6815 • 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 Brokerage Services Philadelphia PA 04/2010 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2010 → Present
    Fidelity Brokerage Services
    Philadelphia, PA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    New York, NY
    New York, NY
  • 2010-05-07 → 2018-07-13
    Strategic Advisers Llc
    Philadelphia, PA
    New York, NY
    New York, NY
  • 2005-08-17 → 2009-11-11
    Ameriprise Financial Services, Llc
    W. Conshohocken, PA
    Marlton, NJ
Other Businesses

OBA-14584|OrgNmn:The Bear & The Bean|Org Addr:New York,New York,US|OBA Nature:Owns a rental property|Invst Rel:Y|Title:Partner|Duties:Rent vacation home|StrtDt:02-07-20|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-08-03
  • S66 Uniform Combined State Law Examination
    2005-08-03
Other Names
  • Nicole Marie Turi

View on SEC IAPD

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