Nicole Kaitlyn Dipinto

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

• 12/2016 → 04/2017
  Little Folks Corner
  Simsbury, CT
• 06/2017 → 08/2017
  The Seafood Shack
  Cortez, FL
• 12/2018 → 01/2019
  The Seafood Shack
  Cortez, FL
• 12/2019 → 01/2020
  The Seafood Shack
  Cortez, FL
• 12/2017 → 03/2018
  Ski Sundown
  New Hartford, CT
• 06/2019 → 08/2019
  The Riverview
  Simsbury, CT
• 06/2020 → 08/2020
  Golf Club Of Avon
  Avon, CT
• 01/2021 → 01/2022
  Papagallos Restaurant
  Keene, NH
• 01/2022 → 04/2022
  Chs Wealth Management
  Walpole, NH
• 06/2022 → Present
  Fidelity Investments
  Merrimack, NH
• 08/2018 → 05/2022
  Keene State Colllege
  Keene, NH
• 08/2014 → 06/2018
  Simsbury High School
  Simsbury, CT

Exams

• S66 Uniform Combined State Law Examination
  2025-05-21
• S63 Uniform Securities Agent State Law Examination
  2022-09-30

Other Names

• Nicole Kaitlyn Dipinto
• Nicole Dipinto