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Nicholas Crimi

Strategic Advisers LLC

Rowlett, TX

CRD 7539055

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Rowlett, TX • 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
Fidelity Investments Westlake TX 04/2022 Present
Mark Coveney Flooring Calgary 05/2018 08/2020
Apex Video Production Calgary 01/2017 03/2022
Clover Landscaping Calgary 05/2017 09/2017
System Flooring Calgary 07/2015 02/2017
Fidelity Investments Boston MA 03/2025 Present
  • 04/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 05/2018 → 08/2020
    Mark Coveney Flooring
    Calgary
  • 01/2017 → 03/2022
    Apex Video Production
    Calgary
  • 05/2017 → 09/2017
    Clover Landscaping
    Calgary
  • 07/2015 → 02/2017
    System Flooring
    Calgary
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-12
  • S66 Uniform Combined State Law Examination
    2022-09-12
Other Names
  • Nicholas Joseph Crimi
  • Nick Crimi

View on SEC IAPD

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