Nicole Adam

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 → 10/2022
  Daniel Gale Sotheby's International Realty
  Locust Valley, NY
• 11/2021 → 06/2022
  Alumnifire
  Pound Ridge, NY
• 02/2012 → 11/2021
  Nicole Adam Design Corp
  Glen Cove, NY
• 11/2022 → Present
  Fidelity Investments
  Garden City, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-08-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Garden City, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-08-04
• S63 Uniform Securities Agent State Law Examination
  2023-05-22

Other Names

• Nicole Riner
• Nicole Riner Adam