Nicholas Francis Ferry

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

• 01/2023 → Present
  Fidelity Investments
  Jacksonville, FL
• 01/2022 → 01/2023
  Carmax
  Jacksonville, FL
• 02/2021 → 08/2021
  Topgolf
  Jacksonville, FL
• 05/2020 → 11/2020
  Merus Strategies Llc
  Jacksonville, FL
• 10/2016 → 06/2020
  Ace Hardware
  Jacksonville, FL
• 08/2018 → 05/2022
  University Of North Florida
  Jacksonville, FL
• 08/2014 → 05/2018
  Bishop Kenny High School
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-04-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-04-19
• S63 Uniform Securities Agent State Law Examination
  2023-05-08

Other Names

• Nick Francis Ferry