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Nicole Marie Lopez

Strategic Advisers LLC

Bronx, NY

Chappaqua, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
NY RA APPROVED 2025-06-09
  • TX RA
    APPROVED
    Since 2026-01-08
  • NY RA
    APPROVED
    Since 2025-06-09

Branch Locations

Bronx, NY • United States

480 Bedford Road, Chappaqua, NY 10514-1715 • 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
Kips Bay Boys & Girls Club Bronx NY 06/2020 08/2024
Fidelity Investments Chappaqua NY 10/2024 Present
Holy Spirit Roman Catholic Church Bronx NY 10/2017 06/2022
New York Life Insurance Company Manhattan NY 07/2024 10/2024
- -Bronx NY 03/2014 10/2017
  • 06/2020 → 08/2024
    Kips Bay Boys & Girls Club
    Bronx, NY
  • 10/2024 → Present
    Fidelity Investments
    Chappaqua, NY
  • 10/2017 → 06/2022
    Holy Spirit Roman Catholic Church
    Bronx, NY
  • 07/2024 → 10/2024
    New York Life Insurance Company
    Manhattan, NY
  • 03/2014 → 10/2017
    -
    -Bronx, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-02
  • S66 Uniform Combined State Law Examination
    2025-06-02
Other Names
  • Nicole Marie Lopez
  • Nicole Lopez

View on SEC IAPD

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