Nicholas P. Heckman
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
WYCKOFF, NJ
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CRD#: 5850229
Professional summary
Nicholas Paul Heckman, CFP®, who also goes by Nic Heckman, Nicholas Paul Heckman, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Wyckoff, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in New York, New York.
Nicholas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Nicholas has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I have been with Fidelity for for 10 years and have worked with clients and families like yours. I have a true passion for wealth planning and take pride in helping clients work towards their financial goals. Fidelity is a trusted brand in the financial industry for all styles of investors. I am laser focused on helping clients reach for their goals in everything I do.
Question & Answer
What are your service offerings?
Social Security Planning
Retirement Income Management
Employee and Employer Plan Ben...
Estate Planning
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Insurance Planning
Education Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Nic Heckman | Nicholas Paul Heckman
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 Nicholas Paul Heckman'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: 2016
Education
Ithaca College
Bachelor of Arts (BA) - Finance
2010
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1356 Third Avenue, New York, NY 10075RIA
CRD#: 104555
WYCKOFF, NJ
Current
July 31, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1356 Third Avenue, New York, NY 10075BD
CRD#: 7784
New York, NY
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WYCKOFF, NJ
Past
May 8, 2014 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
NEW YORK, NY
Past
February 3, 2011 - June 20, 2012
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
JERSEY CITY, NJ
Past
November 9, 2010 - June 20, 2012
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
JERSEY CITY, NJ
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(1/6/2023)
RR
California(1/6/2017)
RR
Connecticut(7/31/2012)
RR
District of Columbia(5/3/2024)
RR
Florida(7/7/2015)
RR
Georgia(10/8/2021)
RR
Hawaii(10/12/2021)
RR
Illinois(1/5/2018)
RR
Massachusetts(1/5/2018)
RR
Montana(6/4/2021)
RR
Nevada(1/5/2018)
RR
New Jersey(7/31/2012)
IAR
New Jersey(3/31/2025)
RR
New Mexico(4/9/2021)
RR
New York(7/31/2012)
IAR
New York(3/31/2025)
RR
North Carolina(9/26/2019)
RR
Ohio(1/8/2018)
RR
Pennsylvania(5/24/2018)
RR
Rhode Island(8/8/2020)
RR
Texas(1/6/2017)
IAR
Texas(3/31/2025)
RR
Vermont(3/11/2025)
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)Upgrade to AdvisorCheck 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
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Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Wyckoff, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
