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Nicholas S Souza

Strategic Advisers LLC

Johnston, RI

Smithfield, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Johnston, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Fidelity Investments Smithfield RI 09/2023 Present
Mikes Estate Services West Warwick RI 01/2023 09/2023
Smart Green Solar Providence RI 09/2022 02/2023
Fedex Express Warwick RI 02/2021 09/2022
Hurd Direct Johnston RI 12/2020 01/2021
United States Postal Service Providence RI 03/2020 09/2020
Unemployed Johnston RI 11/2019 03/2020
Twin River Casino Lincoln RI 04/2013 11/2019
Boatwise Llc Kingston NH 12/2020 09/2023
Fidelity Investments Boston MA 03/2025 Present
  • 09/2023 → Present
    Fidelity Investments
    Smithfield, RI
  • 01/2023 → 09/2023
    Mikes Estate Services
    West Warwick, RI
  • 09/2022 → 02/2023
    Smart Green Solar
    Providence, RI
  • 02/2021 → 09/2022
    Fedex Express
    Warwick, RI
  • 12/2020 → 01/2021
    Hurd Direct
    Johnston, RI
  • 03/2020 → 09/2020
    United States Postal Service
    Providence, RI
  • 11/2019 → 03/2020
    Unemployed
    Johnston, RI
  • 04/2013 → 11/2019
    Twin River Casino
    Lincoln, RI
  • 12/2020 → 09/2023
    Boatwise Llc
    Kingston, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Johnston, RI
    Smithfield, RI
Other Businesses

OBA-102682|OrgNmn:Boatwise LLC|Org Addr:Kingston,New Hampsh,US|OBA Nature:Boating / Licensing Training S|Invst Rel:N|Title:Partner|Duties:Social Media Marketing/ Website Design|StrtDt:12-04-20|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-28
S63 Uniform Securities Agent State Law Examination 2023-12-12
  • S66 Uniform Combined State Law Examination
    2024-09-28
  • S63 Uniform Securities Agent State Law Examination
    2023-12-12
Other Names
  • Nicholas Shane Souza
  • Nicholas S Souza

View on SEC IAPD

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