BN
Basile A. Nahas
STRATEGIC ADVISERS LLC
SUMMIT, NJ
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CRD#: 2806180
BN
Professional summary
Basile Albert Nahas JR., who also goes by Basile A Nahas Jr., Basile A Nahas, Buzz Nahas, Basile Albert Nahas, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Summit, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.
Basile is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Basile has worked at 7 firms and has passed the Series 66, Series 63, Series 57TO, SIE, Series 55, Series 7 and Series 25 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Basile A Nahas Jr. | Basile A Nahas | Buzz Nahas | Basile Albert Nahas
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Basile Albert Nahas JR.'s CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 22, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SUMMIT, NJ
Current
April 7, 2023 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 900 Salem Street, Smithfield, RI 02917BD
CRD#: 7784
Smithfield, RI
Past
May 14, 2021 - June 17, 2021
BEACONS STRATEGIC CAPITAL, INC.
BD
CRD#: 32754
CARLSBAD, CA
Past
June 8, 2016 - May 31, 2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC.
BD
CRD#: 7834
NEW YORK, NY
Past
September 26, 2014 - April 28, 2016
WILLIAM O'NEIL SECURITIES
BD
CRD#: 894
BOSTON, MA
Past
March 27, 2009 - September 25, 2014
ROSENBLATT SECURITIES INC.
BD
CRD#: 18377
NEW YORK, NY
Past
February 24, 2000 - April 1, 2009
NOMURA SECURITIES NORTH AMERICA, LLC
BD
CRD#: 42885
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/17/2023)
RR
Alaska(4/17/2023)
RR
Arizona(4/17/2023)
RR
Arkansas(4/17/2023)
RR
California(4/17/2023)
RR
Colorado(4/17/2023)
RR
Connecticut(4/17/2023)
RR
Delaware(4/17/2023)
RR
District of Columbia(4/17/2023)
RR
Florida(4/7/2023)
RR
Georgia(4/17/2023)
RR
Hawaii(4/17/2023)
RR
Idaho(4/17/2023)
RR
Illinois(4/17/2023)
RR
Indiana(4/17/2023)
RR
Iowa(4/17/2023)
RR
Kansas(4/17/2023)
RR
Kentucky(4/17/2023)
RR
Louisiana(4/17/2023)
RR
Maine(4/17/2023)
RR
Maryland(4/17/2023)
RR
Massachusetts(4/17/2023)
RR
Michigan(4/17/2023)
RR
Minnesota(4/17/2023)
RR
Mississippi(4/17/2023)
RR
Missouri(4/17/2023)
RR
Montana(4/17/2023)
RR
Nebraska(4/17/2023)
RR
Nevada(4/17/2023)
RR
New Hampshire(4/17/2023)
RR
New Jersey(4/7/2023)
IAR
New Jersey(5/23/2025)
RR
New Mexico(4/17/2023)
RR
New York(4/17/2023)
RR
North Carolina(4/17/2023)
RR
North Dakota(4/17/2023)
RR
Ohio(4/18/2023)
RR
Oklahoma(4/17/2023)
RR
Oregon(4/17/2023)
RR
Pennsylvania(4/17/2023)
RR
Puerto Rico(4/17/2023)
RR
Rhode Island(4/17/2023)
RR
South Carolina(4/17/2023)
RR
South Dakota(4/17/2023)
RR
Tennessee(4/17/2023)
RR
Texas(4/17/2023)
IAR
Texas(5/22/2025)
RR
Utah(4/17/2023)
RR
Vermont(4/17/2023)
RR
Virgin Islands(4/17/2023)
RR
Virginia(4/17/2023)
RR
Washington(4/17/2023)
RR
West Virginia(4/17/2023)
RR
Wisconsin(4/17/2023)
RR
Wyoming(4/17/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader ExamGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 9/22/2015
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 25
Date: 8/24/2001
NYSE Trading Assistant ExaminationSRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
