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Nicole Adam

Strategic Advisers LLC

Garden City, NY

Locust Valley, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-10
NY RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-10-10
  • NY RA
    APPROVED
    Since 2025-03-31

Branch Locations

1130 Franklin Avenue, Garden City, NY 11530-1687 • United States

Locust Valley, NY • 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
Daniel Gale Sotheby's International Realty Locust Valley NY 11/2021 10/2022
Alumnifire Pound Ridge NY 11/2021 06/2022
Nicole Adam Design Corp Glen Cove NY 02/2012 11/2021
Fidelity Investments Garden City NY 11/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-04
S63 Uniform Securities Agent State Law Examination 2023-05-22
  • 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

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
ARKADIOS WEALTH ADVISORS · Garden City, NY
CETERA INVESTMENT ADVISERS LLC · Garden City, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
CETERA INVESTMENT ADVISERS LLC · GARDEN CITY, NY
BRIXTON CAPITAL WEALTH ADVISORS, LLC · GARDEN CITY, NY
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Garden City, NY
OSAIC WEALTH, INC. · GARDEN CITY, NY

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