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Nicole Fean

Strategic Advisers LLC

Exton, PA

Glenmoore, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

300 Main Street, Exton, PA 19341-3707 • United States

Glenmoore, PA • 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
Td Ameritrade, Inc. Exton PA 02/2018 11/2020
Scottrade, Inc Media PA 09/2015 02/2018
Td Ameritrade, Inc. Radnor PA 11/2020 07/2022
Fidelity Investments King Of Prussia PA 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2018 → 11/2020
    Td Ameritrade, Inc.
    Exton, PA
  • 09/2015 → 02/2018
    Scottrade, Inc
    Media, PA
  • 11/2020 → 07/2022
    Td Ameritrade, Inc.
    Radnor, PA
  • 07/2022 → Present
    Fidelity Investments
    King Of Prussia, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    King Of Prussia, PA
  • 2022-01-25 → 2022-07-27
    Charles Schwab & Co., Inc.
    Radnor, PA
    Westlake, TX
  • 2018-02-27 → 2022-07-27
    Td Ameritrade, Inc.
    Exton, PA
    Radnor, PA
  • 2018-02-26 → 2022-07-27
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Exton, PA
    Radnor, PA
  • 2017-02-16 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
Other Businesses

OBA-119852|OrgNmn:Ocean City Rendezvous LLC|Org Addr:Ocean City,New Jersey,US|OBA Nature:Rental property located in Oce|Invst Rel:Y|Title:Partner|Duties:None|StrtDt:07-12-25|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-16
S63 Uniform Securities Agent State Law Examination 2011-10-21
  • S66 Uniform Combined State Law Examination
    2017-02-16
  • S63 Uniform Securities Agent State Law Examination
    2011-10-21
Designations
Other Names
  • Nicole Elise Palumbo
  • Nicole Elise Palumbo
  • Nicole Elise Fean

View on SEC IAPD

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Other Investors

EUAN LIVINGTON
MATTHEW J. KELLEHER
PATRICK M FARREN
BRIAN SCHWEITZER
MANDY SUE SNIDER
DOUGLAS MCALLISTER
ANDREW JAMES MASON
KYLE GADIEL

Other Offices

TD PRIVATE CLIENT WEALTH LLC · EXTON, PA
COMMONWEALTH FINANCIAL NETWORK · EXTON, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · EXTON, PA
COMPREHENSIVE FINANCIAL ADVISERS · EXTON, PA
COMMONWEALTH FINANCIAL NETWORK · EXTON, PA
HORNOR, TOWNSEND & KENT, LLC · EXTON, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Exton, PA
HORNOR, TOWNSEND & KENT, LLC · EXTON, PA

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