Delores Nuamah
STRATEGIC ADVISERS | Planning Consultant
SOMERSET, NJ
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CRD#: 4584564
Professional summary
Delores Nuamah, CFP®, ChFC®, who also goes by Delores D Nuamah, Delores Nuamah, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Somerset, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Villanova, Pennsylvania.
Delores is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Delores has worked at 11 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a Planning Consultant my role is to help clients by providing education & guidance in regards to the various resources that are available at Fidelity in order to help them work towards their financial planning goals. The way I do this is by getting to know everything about the client's situation, their family and goals while providing a platform to address all questions and concerns. The goal of my approach is to help clients make an informed decision based on their situation.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Small Business Planning
Employee and Employer Plan Ben...
Tax Planning
Insurance Planning
Retirement Planning
Investment Planning
Education Planning
Estate Planning
Business Succession Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Delores D Nuamah | Delores Nuamah
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 Delores Nuamah'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®
CFP®
Start date: 2011
Education
Rutgers University
Bachelor of Arts (BA) - Economics
2000
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532RIA
CRD#: 104555
SOMERSET, NJ
Current
July 7, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 797 East Lancaster Ave Suite 100, Villanova, PA 19085BD
CRD#: 7784
Villanova, PA
Past
July 28, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MORRISTOWN, NJ
Past
March 25, 2017 - June 23, 2020
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
Warren, NJ
Past
March 25, 2017 - June 23, 2020
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
Warren, NJ
Past
November 14, 2008 - February 24, 2012
WALNUT STREET SECURITIES, INC.
RIA
CRD#: 15840
SOMERSET, NJ
Past
November 14, 2008 - February 24, 2012
TOWER SQUARE SECURITIES, INC.
RIA
CRD#: 833
SOMERSET, NJ
Past
November 14, 2008 - January 2, 2015
NEW ENGLAND SECURITIES
RIA
CRD#: 615
SOMERSET, NJ
Past
November 14, 2008 - February 24, 2012
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
SOMERSET, NJ
Past
November 14, 2008 - February 24, 2012
TOWER SQUARE SECURITIES, INC.
BD
CRD#: 833
SOMERSET, NJ
Past
November 14, 2008 - January 2, 2015
NEW ENGLAND SECURITIES
BD
CRD#: 615
SOMERSET, NJ
Past
September 18, 2008 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
ISELIN, NJ
Past
June 1, 2007 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
ISELIN, NJ
Past
May 22, 2006 - March 26, 2007
CUSO FINANCIAL SERVICES, L.P.
RIA
CRD#: 42132
BRIDGEWATER, NJ
Past
May 22, 2006 - March 26, 2007
CUSO FINANCIAL SERVICES, L.P.
BD
CRD#: 42132
BRIDGEWATER, NJ
Past
August 5, 2005 - May 25, 2006
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
EDISON, NJ
Past
August 5, 2005 - May 25, 2006
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
July 20, 2004 - June 22, 2005
TOWER SQUARE SECURITIES, INC.
BD
CRD#: 833
EL SEGUNDO, CA
Past
March 10, 2004 - July 9, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PENNINGTON, NJ
Past
December 18, 2002 - July 9, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
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(1/4/2025)
RR
Alaska(1/4/2025)
RR
Arizona(1/4/2025)
RR
Arkansas(1/4/2025)
RR
California(10/11/2021)
RR
Colorado(8/16/2021)
RR
Connecticut(3/15/2021)
RR
Delaware(2/15/2022)
RR
District of Columbia(2/9/2024)
RR
Florida(7/8/2020)
RR
Georgia(10/20/2022)
RR
Hawaii(1/4/2025)
RR
Idaho(1/4/2025)
RR
Illinois(2/17/2022)
RR
Indiana(1/4/2025)
RR
Iowa(1/4/2025)
RR
Kansas(1/4/2025)
RR
Kentucky(1/4/2025)
RR
Louisiana(1/4/2025)
RR
Maine(1/4/2025)
RR
Maryland(1/4/2025)
RR
Massachusetts(2/9/2021)
RR
Michigan(1/4/2025)
RR
Minnesota(1/4/2025)
RR
Mississippi(1/4/2025)
RR
Missouri(1/4/2025)
RR
Montana(2/25/2022)
RR
Nebraska(1/4/2025)
RR
Nevada(1/4/2025)
RR
New Hampshire(1/4/2025)
RR
New Jersey(7/7/2020)
IAR
New Jersey(3/31/2025)
RR
New Mexico(3/15/2021)
RR
New York(7/8/2020)
RR
North Carolina(8/16/2021)
RR
North Dakota(1/4/2025)
RR
Ohio(1/6/2025)
RR
Oklahoma(1/4/2025)
RR
Oregon(1/4/2025)
RR
Pennsylvania(7/8/2020)
IAR
Pennsylvania(3/31/2025)
RR
Puerto Rico(1/4/2025)
RR
Rhode Island(1/4/2025)
RR
South Carolina(2/15/2022)
RR
South Dakota(1/4/2025)
RR
Tennessee(2/15/2022)
RR
Texas(7/22/2020)
IAR
Texas(3/31/2025)
RR
Utah(1/4/2025)
RR
Vermont(1/4/2025)
RR
Virginia(10/14/2020)
RR
Washington(2/14/2022)
RR
West Virginia(1/4/2025)
RR
Wisconsin(2/15/2022)
RR
Wyoming(1/4/2025)
Exams
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
Registered Investment Advisory firm - (8/11/1977 Approved)PREMIUM
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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.
