Nicholas John Pellechio

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

• 02/2023 → Present
  Fidelity Investments
  Smithfield, RI
• 04/2022 → 02/2023
  Robert Half
  Providence, RI
• 06/2021 → 03/2022
  Tek Systems
  Framingham, MA
• 09/2017 → 05/2021
  University Of Rhode Island
  Kingston, RI
• 08/2022 → 02/2023
  Doordash
  Portsmouth, RI
• 04/2015 → 08/2019
  Newport Restaurant Group
  Newport, RI
• 09/2013 → 06/2017
  Portsmouth High School
  Portsmouth, RI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-07-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI

Exams

• S66 Uniform Combined State Law Examination
  2023-06-26

Other Names

• Nicholas John Pellechio
• Nick Pellechio
• Nicholas Pellechio