Best Investors Account Sign in

Julia Nicolosi

Strategic Advisers LLC

Plainview, NY

Farmingdale, NY

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1551 Old Country Rd, Plainview, NY 11803-5014 • United States

Farmingdale, NY • 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
Anthonys Coal Fired Pizza Farmingdale NY 11/2017 05/2018
Shoprite Plainview NY 10/2014 11/2017
Harleys American Grille Farmingdale NY 05/2018 08/2018
University Of South Carolina Columbia SC 08/2018 05/2022
Coliseum Kitchen Deli & Caterers Plainview NY 12/2018 08/2019
Altard State Columbia SC 11/2019 03/2020
Uber Farmingdale NY 05/2020 04/2021
Hershey Entertainment & Resorts Company Hershey PA 05/2021 08/2021
Wears Woody Dover DE 05/2022 08/2022
University Of South Carolina - Gamecock Ihub Columbia SC 08/2021 05/2022
Fidelity Investments Plainview NY 02/2024 Present
Flagstar Bank Melville NY 10/2022 02/2024
Unemployed Farmoingdale NY 08/2022 09/2022
Fidelity Investments Boston MA 03/2025 Present
  • 11/2017 → 05/2018
    Anthonys Coal Fired Pizza
    Farmingdale, NY
  • 10/2014 → 11/2017
    Shoprite
    Plainview, NY
  • 05/2018 → 08/2018
    Harleys American Grille
    Farmingdale, NY
  • 08/2018 → 05/2022
    University Of South Carolina
    Columbia, SC
  • 12/2018 → 08/2019
    Coliseum Kitchen Deli & Caterers
    Plainview, NY
  • 11/2019 → 03/2020
    Altard State
    Columbia, SC
  • 05/2020 → 04/2021
    Uber
    Farmingdale, NY
  • 05/2021 → 08/2021
    Hershey Entertainment & Resorts Company
    Hershey, PA
  • 05/2022 → 08/2022
    Wears Woody
    Dover, DE
  • 08/2021 → 05/2022
    University Of South Carolina - Gamecock Ihub
    Columbia, SC
  • 02/2024 → Present
    Fidelity Investments
    Plainview, NY
  • 10/2022 → 02/2024
    Flagstar Bank
    Melville, NY
  • 08/2022 → 09/2022
    Unemployed
    Farmoingdale, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Plainview, NY
    Farmingdale, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-26
  • S66 Uniform Combined State Law Examination
    2024-08-26
Other Names
  • Julia Marie Nicolosi
  • Julia Nicolosi

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
CONCURRENT INVESTMENT ADVISORS, LLC
CITIGROUP GLOBAL MARKETS INC.
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
FINANCIAL BOSS
ARCAP PARTNERS LLC

Other Investors

Giro Iadevaia
Daniel S Burns
Yaniv Hakim
Kathryn Walker Buck Cannella
Joseph Frank Ciliberti
LOUIS COSMO CILIBERTI
GEORGE FLURENCE CROWLEY
CATHERINE ANGELA PERUGINI

Other Offices

J.P. MORGAN SECURITIES LLC · PLAINVIEW, NY
CONCURRENT INVESTMENT ADVISORS, LLC · Plainview, NY
CITIGROUP GLOBAL MARKETS INC. · PLAINVIEW, NY
LPL FINANCIAL LLC · PLAINVIEW, NY
STATE FARM INVESTMENT MANAGEMENT CORP. · Plainview, NY
OSAIC WEALTH, INC. · PLAINVIEW, NY
FINANCIAL BOSS · PLAINVIEW, NY
ARCAP PARTNERS LLC · PLAINVIEW, NY

More in Plainview, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor