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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-31
  • MI RA
    APPROVED
    Since 2025-03-31

Branch Locations

500 E. Eisenhower Pkwy Ste 100, Ann Arbor, MI 48108-3349 • United States

Plymouth, MI • 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
Central Michigan Un Mount Pleasant MI 08/2023 05/2024
Caixa Economica General Montepio Lisbon 06/2022 08/2022
Dow Chemical Auburn MI 06/2018 07/2019
Royal Bank Of Canada Capital Markets New York City NY 06/2023 08/2023
Bay City Western Hi Auburn MI 04/2014 06/2018
Bkc Consulting Beverly Hills MI 06/2019 Present
Fidelity Investments Ann Arbor MI 06/2024 Present
Central Michigan Un Mount Pleasant MI 08/2022 06/2023
Central Michigan Un Mount Pleasant MI 08/2021 06/2022
Fidelity Investments Boston MA 03/2025 Present
  • 08/2023 → 05/2024
    Central Michigan Un
    Mount Pleasant, MI
  • 06/2022 → 08/2022
    Caixa Economica General Montepio
    Lisbon
  • 06/2018 → 07/2019
    Dow Chemical
    Auburn, MI
  • 06/2023 → 08/2023
    Royal Bank Of Canada Capital Markets
    New York City, NY
  • 04/2014 → 06/2018
    Bay City Western Hi
    Auburn, MI
  • 06/2019 → Present
    Bkc Consulting
    Beverly Hills, MI
  • 06/2024 → Present
    Fidelity Investments
    Ann Arbor, MI
  • 08/2022 → 06/2023
    Central Michigan Un
    Mount Pleasant, MI
  • 08/2021 → 06/2022
    Central Michigan Un
    Mount Pleasant, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bay City, MI
    Ann Arbor, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-27
  • S66 Uniform Combined State Law Examination
    2024-09-27
Other Names
  • Nick Dardas

View on SEC IAPD

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