Nichollas David Benton

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

• 11/2021 → 07/2022
  Bank Of America, N.A.
  Orchard, WA
• 11/2021 → 07/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Orchard, WA
• 11/2021 → 08/2022
  Defenders Academy
  Puyallup, WA
• 05/2017 → 08/2022
  Windfall Elite
  Tacoma, WA
• 01/2020 → 11/2021
  Becu
  Tacoma, WA
• 06/2018 → 01/2020
  Unemployed
  Lakewood, WA
• 12/2018 → 05/2019
  First Citizens Bank
  Fircrest, WA
• 10/2017 → 12/2018
  Keybank
  Lakewood, WA
• 08/2017 → 01/2018
  Unemployed
  Lakewood, WA
• 01/2012 → 10/2017
  Student
  Lakewood, WA
• 02/2017 → 05/2017
  Sears
  Puyallup, WA
• 03/2014 → 02/2017
  Home Depot
  Fircrest, WA
• 08/2022 → Present
  Fidelity Investments
  Dupont, WA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-09-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Dupont, WA
• 2022-03-07 → 2022-07-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Federal Way, WA
  New York, NY
  Port Orchard, WA
  Gig Harbor, WA

Other Businesses

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Exams

• S66 Uniform Combined State Law Examination
  2022-03-04

Other Names

• Nichollas D Benton