Nadia D Egas

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

• 11/2014 → 11/2016
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 11/2014 → 11/2016
  Bank Of America
  Pennington, NJ
• 12/2016 → 02/2021
  Jp Morgan Chase Bank
  New York, NY
• 12/2016 → 02/2021
  Jp Morgan Securities Llc
  New York, NY
• 08/2016 → 04/2019
  Sunglass Hut
  Woodbridge, NJ
• 02/2021 → Present
  Fidelity Brokerage Services Llc
  New York City, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-08-23 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New York City, NY
• 2016-12-27 → 2021-02-19
  J.P. Morgan Securities Llc
  New York, NY
• 2015-07-02 → 2016-12-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Pennington, NJ

Exams

• S66 Uniform Combined State Law Examination
  2015-07-01

Other Names

• Nadia D Egas-Pesce
• Nadia D Egas
• Nadia Egas
• Nadia Barrera
• Nadia Dolores Egas
• Nadia D. Egas