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Nicolas Jon Weachter

Nicolas J. Weachter

STRATEGIC ADVISERS LLC | Financial Consultant, Branches
PERKASIE, PA
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CRD#: 5204137
Nicolas Jon Weachter

Professional summary

Nicolas Jon Weachter, CFP®, who also goes by Nicholas Weachter, Nicolas Jon Weachter, Nicolas J Weachter, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Perkasie, Pennsylvania and FIDELITY BROKERAGE SERVICES LLC located in Center Valley, Pennsylvania.

Nicolas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Nicolas has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Biography

I am a dedicated financial consultant who partners with my clients to help them prepare for their financial goals. Through a collaborative approach, I learn about my clients needs, goals, and preferences and together we tailor meaningful financial strategies that align with these objectives. Also, I strive to help my clients understand financial planning concepts they may be unaware of to help reduce risks to their financial plan.
top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Nicholas Weachter | Nicolas Jon Weachter | Nicolas J Weachter

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicolas Jon Weachter's CRS (Customer Relationship Summary).
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®

Certified Financial Planner

Education

La Salle University

Master of Business Administration (MBA) - Finance

2017

La Salle University

Bachelor of Arts (BA) - Political Science

2003

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 2945 Center Valley Pkwy Suite 311, Center Valley, PA 18034-9033
RIA
CRD#: 104555
PERKASIE, PA
Current

August 22, 2022 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 2945 Center Valley Parkway Suite 311, Center Valley, PA 18034
BD
CRD#: 7784
Center Valley, PA
Past

September 23, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
CENTER VALLEY, PA
Past

September 23, 2021 - July 18, 2022

FACET

RIA
CRD#: 285961
Perkasie, PA
Past

April 12, 2017 - September 27, 2021

VANGUARD ADVISERS, INC.

RIA
CRD#: 106715
MALVERN, PA
Past

September 18, 2006 - September 27, 2021

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

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
Arizona
(5/3/2024)
RR
California
(10/10/2022)
RR
Colorado
(5/8/2025)
RR
Delaware
(8/22/2022)
RR
Florida
(8/22/2022)
RR
Georgia
(10/10/2023)
RR
Massachusetts
(5/19/2023)
RR
Nevada
(9/29/2023)
RR
New Hampshire
(12/13/2024)
RR
New Jersey
(8/22/2022)
RR
New York
(8/22/2022)
RR
North Carolina
(8/22/2022)
RR
Pennsylvania
(8/22/2022)
IAR
Pennsylvania
(3/31/2025)
RR
South Carolina
(8/2/2023)
RR
Texas
(9/22/2022)
IAR
Texas
(3/31/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/7/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/25/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/9/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/15/2006
Investment Company Products/Variable Contracts Representative Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

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.

Company Information

STRATEGIC ADVISERS LLC

Financial Consultant, BranchesCRD#: 104555Perkasie, PA

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Contact information

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xxxxx@xxxx.xxx

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