Nicole Mazzei

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

• 12/2015 → 03/2018
  Wells Fargo Bank, Na
  Port Chester, NY
• 03/2018 → 01/2020
  Jpmorgan Securities Llc
  Rye Brook, NY
• 03/2018 → 01/2020
  Jpmorgan Chase Bank Na
  Rye Brook, NY
• 02/2020 → 07/2020
  Morgan Stanley
  Purchase, NY
• 05/2020 → 07/2020
  Morgan Stanley Private Bank, N.A
  New York, NY
• 10/2020 → 02/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  White Plains, NY
• 11/2020 → 02/2023
  Bank Of America N.A.
  White Plains, NY
• 02/2023 → Present
  Fidelity Investments
  Covington, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-03-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Hawthorne, NY
• 2021-08-26 → 2023-02-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  White Plains, NY
  Armonk, NY
  Armonk, NY
  Boston, MA
  Armonk, NY
  Stamford, CT

Exams

• S66 Uniform Combined State Law Examination
  2021-08-25
• S63 Uniform Securities Agent State Law Examination
  2018-05-21

Other Names

• Nicole Villavicencio
• Nicole K Villavicencio
• Nicole Kimberly Villavicencio