Best Investors Account Sign in

Nicholas Plante

Strategic Advisers LLC

Portland, ME

Scarborough, ME

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

190 Middle Street Suite 201 & 701, Portland, ME 04101-6423 • United States

Scarborough, ME • 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
West Street Market Biddeford ME 06/2015 12/2016
Hannaford Bros. Co., Llc Biddeford ME 12/2016 06/2018
Bangor Savings Bank Biddeford ME 06/2018 12/2023
Doordash, Inc. Biddeford ME 08/2020 05/2021
Avalon Cote Dow, Inc. Saco ME 06/2023 07/2023
Fidelity Investments Portland ME 12/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 12/2016
    West Street Market
    Biddeford, ME
  • 12/2016 → 06/2018
    Hannaford Bros. Co., Llc
    Biddeford, ME
  • 06/2018 → 12/2023
    Bangor Savings Bank
    Biddeford, ME
  • 08/2020 → 05/2021
    Doordash, Inc.
    Biddeford, ME
  • 06/2023 → 07/2023
    Avalon Cote Dow, Inc.
    Saco, ME
  • 12/2023 → Present
    Fidelity Investments
    Portland, ME
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Portland, ME
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-25
  • S66 Uniform Combined State Law Examination
    2024-04-25
Other Names
  • Nicholas Joseph Plante
  • Nicholas Plante

View on SEC IAPD

Other Firms

PORTLAND FINANCIAL PLANNING GROUP
J.P. MORGAN SECURITIES LLC
GREAT DIAMOND PARTNERS, LLC
HARBOR INVESTMENT ADVISORS
BIGELOW INVESTMENT ADVISORS, LLC
MASCOMA WEALTH MANAGEMENT
MAINE SECURITIES CORPORATION
PENOBSCOT FINANCIAL ADVISORS

Other Investors

BRIAN LUTHER DIETZ
William Emmet
JOHN MARSHALL PIPER
HELEN ELIZABETH ANDREOLI
WYATT ANDREOLI
STEPHEN DANIEL POULOS
JOSEPH WILLIAM POWERS
LISA SUSAN DEMERS

Other Offices

PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
J.P. MORGAN SECURITIES LLC · Portland, ME
GREAT DIAMOND PARTNERS, LLC · PORTLAND, ME
HARBOR INVESTMENT ADVISORS · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · Portland, ME
MASCOMA WEALTH MANAGEMENT · Portland, ME

More in Portland, ME

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor