Nicholas Dawson

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

• 06/2022 → 08/2022
  Kitty Hawk Kites
  Nags Head, NC
• 09/2022 → 01/2026
  Etsy
  Brooklyn, NY
• 01/2025 → 01/2026
  Erica Harrison
  Aurora, CO
• 03/2020 → 01/2026
  Instacart
  San Francisco, CA
• 10/2024 → 10/2024
  Red Rocks Country Club
  Morrison, CO
• 03/2024 → 03/2024
  Edge Denver
  Denver, CO
• 08/2019 → 05/2023
  Christopher Newport University
  Newport News, VA
• 01/2026 → Present
  Fidelity Investments
  Greenwood Village, CO
• 08/2024 → 10/2024
  Sage Hospitality
  Denver, CO
• 01/2016 → 06/2019
  Clarke County High School
  Berryville, VA
• 01/2024 → 01/2026
  Walmart / Spark Driver
  Bentonville, AR
• 12/2024 → 01/2025
  Denver Chophouse And Brewery
  Denver, CO
• 06/2019 → 08/2019
  Hunter'S Head Tavern
  Upperville, VA
• 12/2023 → 01/2024
  Ting Inc. / Sales Partnerships
  Centennial, MS
• 01/2021 → 10/2022
  Uber Technologies, Inc. / Uber Eats
  San Francisco, CA
• 02/2025 → 01/2026
  Karey Bannister
  Erie, CO
• 02/2021 → 01/2026
  Doordash
  San Francisco, CA
• 09/2024 → 01/2025
  Church And Union
  Denver, CO
• 03/2025 → 06/2025
  Darcy Nistico
  Centennial, CO
• 05/2021 → 01/2026
  Grubhub
  Chicago, IL
• 05/2024 → 07/2024
  Boundless Inc
  Centennial, CO

Other Businesses

OBA-126945|OrgNmn:MapleBear Inc. / Instacart |Org Addr:San Franci,California,US|OBA Nature:grocery delivery service|Invst Rel:N|Title:Independent Contractor|Duties:None, I can work whenever and wherever I please.|StrtDt:03-01-20|TotHrs/mon:1|TrdHrs/mon:0|OBA-126939|OrgNmn:Doordash|Org Addr:San Franci,California,US|OBA Nature:Food delivery services|Invst Rel:N|Title:Independent Contractor|Duties:None, I can work wherever and whenever I please.|StrtDt:02-01-21|TotHrs/mon:1|TrdHrs/mon:0|OBA-126947|OrgNmn:Walmart / Sparkdriver|Org Addr:Bentonvill,Arkansas,US|OBA Nature:Walmart sells products to cons|Invst Rel:N|Title:Independent Contractor|Duties:None, I can work wherever and Whenever I please.|StrtDt:01-01-24|TotHrs/mon:3|TrdHrs/mon:0|OBA-126936|OrgNmn:Grubhub|Org Addr:Chicago,Illinois,US|OBA Nature:Food delivery services|Invst Rel:N|Title:Independent Contractor|Duties:None, I can work when and wherever I please.|StrtDt:05-01-21|TotHrs/mon:2|TrdHrs/mon:0|OBA-126941|OrgNmn:Etsy - Airloom Co.|Org Addr:Brooklyn,New York,US|OBA Nature:Etsy is an online marketplace |Invst Rel:N|Title:Sole Proprietor|Duties:None, I can work whenever I please|StrtDt:09-01-22|TotHrs/mon:3|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2026-06-18