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Nicholas Ronald Valerio

Strategic Advisers LLC

Royersford, PA

Exton, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Royersford, PA • United States

300 Main Street, Exton, PA 19341-3707 • 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
Randstad Malvern PA 02/2017 06/2017
Randstad Malvern PA 06/2017 03/2018
Spring Ford Country Club Royersford PA 02/2013 12/2020
West Chester University West Chester PA 01/2013 01/2017
The Vanguard Group, Inc. Malvern PA 03/2018 10/2021
Valley Forge Convention Center Partners King Of Prussia PA 11/2020 01/2022
Fidelity Investments King Of Prussia PA 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2017 → 06/2017
    Randstad
    Malvern, PA
  • 06/2017 → 03/2018
    Randstad
    Malvern, PA
  • 02/2013 → 12/2020
    Spring Ford Country Club
    Royersford, PA
  • 01/2013 → 01/2017
    West Chester University
    West Chester, PA
  • 03/2018 → 10/2021
    The Vanguard Group, Inc.
    Malvern, PA
  • 11/2020 → 01/2022
    Valley Forge Convention Center Partners
    King Of Prussia, PA
  • 01/2022 → Present
    Fidelity Investments
    King Of Prussia, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    King Of Prussia, PA
  • 2019-11-01 → 2021-10-18
    Vanguard Advisers, Inc.
    Malvern, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-22
S63 Uniform Securities Agent State Law Examination 2017-08-14
  • S66 Uniform Combined State Law Examination
    2019-10-22
  • S63 Uniform Securities Agent State Law Examination
    2017-08-14
Other Names
  • Nick Ronald Valerio
  • Nicholas Valerio

View on SEC IAPD

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