NK
Nicholas Kouletas
STRATEGIC ADVISERS LLC
WAYNE, NJ
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CRD#: 2826390
NK
Professional summary
Nicholas Kouletas, who also goes by Nicholas P Kouletas, Nicholas Kouletas, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Wayne, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Greenwood Village, Colorado.
Nicholas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Nicholas has worked at 13 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nicholas P Kouletas | Nicholas Kouletas
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.
OBA-95067|OrgNmn:Paulson and Stevenson, LLC|Org Addr:Wayne,New Jersey,US|OBA Nature:I own a rental property and I |Invst Rel:Y|Title:Sole Proprietor|Duties:I own and manage the property so I collect the rents and pay the bills.|StrtDt:01-17-13|TotHrs/mon:5|TrdHrs/mon:0|OBA-95172|OrgNmn:40 Quincy St, LLC|Org Addr:Wayne,New Jersey,US|OBA Nature:I own a rental property and I |Invst Rel:Y|Title:Sole Proprietor|Duties:I own and manage the property so I collect the rents and pay the bills.|StrtDt:04-04-14|TotHrs/mon:2|TrdHrs/mon:0|OBA-95171|OrgNmn:The Kouletas Group, LLC|Org Addr:Wayne,New Jersey,US|OBA Nature:I own a rental property and I |Invst Rel:Y|Title:Sole Proprietor|Duties:I own and manage the property so I collect the rents and pay the bills.|StrtDt:01-17-03|TotHrs/mon:5|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Kouletas'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
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039Office #3: 2142 Fashion Drive, Nanuet, NY 10954RIA
CRD#: 104555
WAYNE, NJ
Current
February 16, 2023 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 6501 S Fiddler's Green Circle Ste 300 - 600, Greenwood Village, CO 80111-4932Office #2: 2142 Fashion Drive, Nanuet, NY 10954BD
CRD#: 7784
Greenwood Village, CO
Past
February 27, 2023 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WAYNE, NJ
Past
November 20, 2018 - December 16, 2022
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
PARAMUS, NJ
Past
November 19, 2018 - December 16, 2022
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
PARAMUS, NJ
Past
July 1, 2015 - November 1, 2018
PNC WEALTH MANAGEMENT LLC
RIA
CRD#: 129052
WAYNE, NJ
Past
June 8, 2015 - November 1, 2018
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
WAYNE, NJ
Past
November 8, 2011 - July 2, 2013
OPPENHEIMERFUNDS DISTRIBUTOR, INC.
BD
CRD#: 7834
NEW YORK, NY
Past
June 29, 2011 - November 15, 2011
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC
BD
CRD#: 18353
NEWARK, NJ
Past
June 13, 2005 - July 6, 2011
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC
BD
CRD#: 21570
SHELTON, CT
Past
October 23, 2000 - May 18, 2005
EQUITABLE DISTRIBUTORS, LLC
BD
CRD#: 25900
CHARLOTTE, NC
Past
July 22, 1999 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
July 22, 1999 - March 13, 2000
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Past
October 16, 1997 - February 3, 1998
CARNEGIE INVESTOR SERVICES INC.
BD
CRD#: 8295
NEW YORK, NY
Past
October 13, 1997 - December 18, 1997
MEYERS POLLOCK ROBBINS, INC.
BD
CRD#: 13436
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(2/16/2023)
RR
Alaska(2/16/2023)
RR
Arizona(2/16/2023)
RR
Arkansas(2/16/2023)
RR
California(2/16/2023)
RR
Colorado(2/16/2023)
RR
Connecticut(2/16/2023)
RR
Delaware(2/16/2023)
RR
District of Columbia(2/16/2023)
RR
Florida(2/16/2023)
RR
Georgia(2/16/2023)
RR
Hawaii(2/16/2023)
RR
Idaho(2/16/2023)
RR
Illinois(2/16/2023)
RR
Indiana(2/16/2023)
RR
Iowa(2/16/2023)
RR
Kansas(2/16/2023)
RR
Kentucky(2/16/2023)
RR
Louisiana(2/16/2023)
RR
Maine(2/16/2023)
RR
Maryland(2/16/2023)
RR
Massachusetts(2/16/2023)
RR
Michigan(2/16/2023)
RR
Minnesota(2/16/2023)
RR
Mississippi(2/16/2023)
RR
Missouri(2/16/2023)
RR
Montana(2/16/2023)
RR
Nebraska(2/16/2023)
RR
Nevada(2/16/2023)
RR
New Hampshire(2/16/2023)
RR
New Jersey(2/16/2023)
IAR
New Jersey(3/31/2025)
RR
New Mexico(2/16/2023)
RR
New York(2/16/2023)
IAR
New York(3/31/2025)
RR
North Carolina(2/16/2023)
RR
North Dakota(2/16/2023)
RR
Ohio(2/17/2023)
RR
Oklahoma(2/16/2023)
RR
Oregon(2/16/2023)
RR
Pennsylvania(2/16/2023)
RR
Puerto Rico(2/16/2023)
RR
Rhode Island(2/16/2023)
RR
South Carolina(2/16/2023)
RR
South Dakota(2/16/2023)
RR
Tennessee(2/16/2023)
RR
Texas(2/16/2023)
IAR
Texas(3/31/2025)
RR
Utah(2/16/2023)
RR
Vermont(2/16/2023)
RR
Virgin Islands(2/16/2023)
RR
Virginia(2/16/2023)
RR
Washington(2/16/2023)
RR
West Virginia(2/16/2023)
RR
Wisconsin(2/16/2023)
RR
Wyoming(2/16/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO 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.
