Nicholas G. Liguori

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

• 07/2010 → Present
  Fidelity Investments
  Merrimack, NH
• 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
  Chester, NH
• 2011-04-11 → 2018-07-13
  Strategic Advisers Llc
  Manchester, NH
  Merrimack, NH
  Manchester, NH
  Merrimack, NH

Other Businesses

OBA-118182|OrgNmn:Chester New Hampshire School Board|Org Addr:Chester,New Hampsh,US|OBA Nature:Town School Board|Invst Rel:N|Title:School Board Member|Duties:Influence and consult with other board members to bring the best education experience forward for the children of Chester, NH |StrtDt:06-04-25|TotHrs/mon:4|TrdHrs/mon:0|OBA-103161|OrgNmn:Chester Softball and Baseball Association |Org Addr:Chester,New Hampsh,US|OBA Nature:My towns baseball and sotfball|Invst Rel:N|Title:Board of Director Member|Duties:help with field scheduling, town liason, and coaching|StrtDt:10-14-25|TotHrs/mon:4|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2011-04-08
• S63 Uniform Securities Agent State Law Examination
  2010-10-22

Other Names

• Nicholas G Liguori
• Nick G Liguori
• Nicholas Liguori
• Nicholas Gerald Liguori