Nicholas Delouisa

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

NJ RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

35 Morris Street, Morristown, NJ 07960-3919 • United States

Oak Ridge, NJ • 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

Organization	City	State	From	To
Integrated Financial Concepts Llc / National Life Group	Staten Island	NY	06/2017	03/2018
Unemployed	Summerville	NJ	06/2015	06/2017
Equity Services, Inc.	Montpelier	VT	02/2018	03/2018
Fidelity Brokerage Services Llc	Bridgewater	NJ	07/2018	Present
Unemployed	Lebanon	NJ	03/2018	07/2018
Fidelity Investments	Boston	MA	03/2025	Present

06/2017 → 03/2018

Integrated Financial Concepts Llc / National Life Group

Staten Island, NY
06/2015 → 06/2017

Unemployed

Summerville, NJ
02/2018 → 03/2018

Equity Services, Inc.

Montpelier, VT
07/2018 → Present

Fidelity Brokerage Services Llc

Bridgewater, NJ
03/2018 → 07/2018

Unemployed

Lebanon, NJ
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-02-18 → 2025-03-31

Fidelity Personal And Workplace Advisors

Bridgewater, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-08-07
S63	Uniform Securities Agent State Law Examination	2018-05-08

S66 Uniform Combined State Law Examination

2019-08-07
S63 Uniform Securities Agent State Law Examination

2018-05-08

View on SEC IAPD

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