Nicholas Robert Pucillo

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

• 05/2018 → 08/2021
  Colonial Landscape Group
  Acton, MA
• 08/2021 → 05/2022
  Bentley University
  -Waltham, MA
• 05/2025 → Present
  Fidelity Investments
  Shrewsbury, MA
• 05/2022 → 08/2022
  Claro Advisors
  Boston, MA
• 04/2015 → 05/2018
  Acton-Boxborough Regional High School
  -Acton, MA
• 10/2020 → 12/2020
  Idlewild Farms
  Acton, MA
• 04/2024 → 05/2025
  Acton Boxborough School District
  Acton, MA
• 08/2023 → 04/2024
  Bentley University
  Waltham, MA
• 08/2022 → 06/2023
  Bentley University
  -Waltham, MA
• 06/2023 → 08/2023
  Fidelity Investments
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2025-08-11

Other Names

• Nicholas Pucillo