Nicholas Dejohn

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

• 10/2011 → Present
  Fidelity Investments
  Charlotte, NC
• 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
  Greenville, SC
• 2012-10-03 → 2018-07-13
  Strategic Advisers Llc
  Charlotte, NC

Other Businesses

OBA-10973|OrgNmn:2nd Rental Property|Org Addr:Charlotte,North Caro,US|OBA Nature:Renting a single family home|Invst Rel:Y|Title:owner of property|Duties:rent and maintain residence|StrtDt:09-19-18|TotHrs/mon:2|TrdHrs/mon:0|OBA-96134|OrgNmn:Bear Roots|Org Addr:Mars Hill,North Caro,US|OBA Nature:Operating a Christmas tree far|Invst Rel:N|Title:Director|Duties:Occassional agricultural work and communicating with the property management company operating the rental real estate.|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2011-07-26

Other Names

• Nicholas Dejohn
• Nicholas Gerard Dejohn