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Nicole Phifer

Strategic Advisers LLC

Whitmore Lk, MI

Ann Arbor, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-08-17
MI RA APPROVED 2025-09-03
  • TX RA
    APPROVED_RES
    Since 2026-08-17
  • MI RA
    APPROVED
    Since 2025-09-03

Branch Locations

Whitmore Lk, MI • United States

500 E. Eisenhower Pkwy Ste 100, Ann Arbor, MI 48108-3349 • 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
Fifth Third Securities Brighton MI 08/2023 05/2025
Unemployed Whitmore Lake MI 09/2018 11/2018
Lulu Beauty Lounge Ann Arbor MI 11/2018 02/2019
Dexter High School Dexter MI 01/2013 09/2018
Fifth Third Bank Brighton MI 10/2020 08/2023
Luna Salon Hamburg MI 03/2019 09/2020
Fidelity Investments Ann Arbor MI 06/2025 Present
Unemployed Whitmore Lake MI 05/2025 06/2025
  • 08/2023 → 05/2025
    Fifth Third Securities
    Brighton, MI
  • 09/2018 → 11/2018
    Unemployed
    Whitmore Lake, MI
  • 11/2018 → 02/2019
    Lulu Beauty Lounge
    Ann Arbor, MI
  • 01/2013 → 09/2018
    Dexter High School
    Dexter, MI
  • 10/2020 → 08/2023
    Fifth Third Bank
    Brighton, MI
  • 03/2019 → 09/2020
    Luna Salon
    Hamburg, MI
  • 06/2025 → Present
    Fidelity Investments
    Ann Arbor, MI
  • 05/2025 → 06/2025
    Unemployed
    Whitmore Lake, MI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-12
S63 Uniform Securities Agent State Law Examination 2023-12-15
  • S65 Uniform Investment Adviser Law Examination
    2024-03-12
  • S63 Uniform Securities Agent State Law Examination
    2023-12-15

View on SEC IAPD

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