Nicholas G. Souksay
STRATEGIC ADVISERS LLC | Financial Consultant
WOODBRIDGE TOWNSHIP, NJ
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CRD#: 6591149
Professional summary
Nicholas Guy Souksay, who also goes by Nicholas Guy Souksay, Nicholas G Souksay, Nicholas Souksay, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Woodbridge Township, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Morristown, New Jersey.
Nicholas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Nicholas has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As your Financial Consultant, I am determined to help you navigate your financial goals. I strive to understand your priorities and raise awareness of realistic concerns. Along the way, our roadmap includes ongoing reviews, education, and guidance as life and financial events change. The most fulfilling part of my job is to deliver guidance that supports a positive impact for my clients and their families.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nicholas Guy Souksay | Nicholas G Souksay | Nicholas Souksay
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-59098|OrgNmn:J3 Investments LLC|Org Addr:Milltown,New Jersey,US|OBA Nature:Real Estate LLC|Invst Rel:Y|Title:Minority interest, member partner|Duties:None|StrtDt:05-07-2021|TotHrs/mon:0.1|TrdHrs/mon:0.1|
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Guy Souksay'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®
NoneEducation
Rider University
Bachelor of Science in Business Administration - Business Administration
2014
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 35 Morris Street, Morristown, NJ 07960RIA
CRD#: 104555
WOODBRIDGE TOWNSHIP, NJ
Current
April 28, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 35 Morris Street, Morristown, NJ 07960BD
CRD#: 7784
Morristown, NJ
Past
May 3, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MORRISTOWN, NJ
Past
March 8, 2016 - April 26, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
SOMERVILLE, NJ
Past
January 25, 2016 - April 26, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
SOMERVILLE, 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(3/25/2023)
RR
California(10/20/2021)
RR
Colorado(3/4/2022)
RR
Connecticut(1/7/2022)
RR
Delaware(2/7/2025)
RR
Florida(4/28/2021)
RR
Illinois(3/4/2022)
RR
Indiana(8/5/2022)
RR
Massachusetts(1/7/2022)
RR
Minnesota(8/18/2023)
RR
New Jersey(4/28/2021)
IAR
New Jersey(3/31/2025)
RR
New York(4/28/2021)
RR
North Carolina(3/4/2022)
RR
Ohio(3/25/2023)
RR
Pennsylvania(4/28/2021)
RR
South Carolina(3/4/2022)
RR
Tennessee(9/7/2023)
RR
Texas(5/6/2022)
IAR
Texas(3/31/2025)
RR
Virginia(3/25/2023)
RR
Washington(3/4/2022)
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
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 ConsultantCRD#: 104555Woodbridge Township, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
