Nicole V Menzie

Strategic Advisers LLC

White Plains, NY

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-06-01
NY	RA	APPROVED	2025-03-31

TX RA
APPROVED_RES

Since 2026-06-01
NY RA
APPROVED

Since 2025-03-31

Branch Locations

799 Central Park Ave Greenville Shopping Center, Scarsdale, NY 10583-2507 • United States

White Plains, NY • 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

Organization	City	State	From	To
Ubs Financial Services Inc	New York	NY	02/2008	08/2017
Jp Morgan Securities, Llc	Eastchester	NY	08/2017	12/2018
Jpmorgan Securities, Llc.	Eastchester	NY	12/2018	04/2022
Fidelity Investments	Scarsdale	NY	05/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

02/2008 → 08/2017

Ubs Financial Services Inc

New York, NY
08/2017 → 12/2018

Jp Morgan Securities, Llc

Eastchester, NY
12/2018 → 04/2022

Jpmorgan Securities, Llc.

Eastchester, NY
05/2022 → Present

Fidelity Investments

Scarsdale, NY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-06-14 → 2025-03-31

Fidelity Personal And Workplace Advisors

Scarsdale, NY
2017-09-15 → 2022-04-15

J.P. Morgan Securities Llc

Eastchester, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-11-03

S66 Uniform Combined State Law Examination

2005-11-03

Other Names

Nicole Virginia Burrell
Nicole V Burrell
Nicole Menzie
Nicole V. Menzie
Nicole V Menzie
Nicole Virginia Menzie

View on SEC IAPD

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