Nicholas C. Italiano
STRATEGIC ADVISERS LLC | Investment Consultant
MARLTON, NJ
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CRD#: 6839325
Professional summary
Nicholas Chance Italiano, who also goes by Nicholas Chance Italiano, Nicholas C Italiano, Nicholas Italiano, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Marlton, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Marlton, New Jersey.
Nicholas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Nicholas has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As an Investment Consultant, we collaborate to create, update, and maintain a solid financial plan based on your unique situation. Whether you are preparing for retirement, building a family, or establishing a legacy, we partner together to pursue your financial goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nicholas Chance Italiano | Nicholas C Italiano | Nicholas Italiano
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-104380|OrgNmn:Fundamental Hoops Training|Org Addr:Marlton,New Jersey,US|OBA Nature:Provides basketball training a|Invst Rel:N|Title:Independent Contractor|Duties:Coaching and running a basketball clinic|StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|OBA-103108|OrgNmn:an Zant Elementary School Parent Teacher Organization|Org Addr:Marlton,New Jersey,US|OBA Nature:Non-Profit fundraising for ele|Invst Rel:N|Title:Treasurer|Duties:Paying Bills, collecting receipts, financial statements|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Chance Italiano'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
Wharton School University of Pennsylvania
Bachelor of Science (BS) - Economics and Finance
2003
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 501 Route 73 South Suite N, Marlton, NJ 08053RIA
CRD#: 104555
MARLTON, NJ
Current
July 6, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 501 Route 73 South Suite N, Marlton, NJ 08053BD
CRD#: 7784
Marlton, NJ
Past
July 12, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MARLTON, NJ
Past
November 24, 2017 - May 9, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
MOUNT LAUREL, NJ
Past
October 4, 2017 - May 9, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
MOUNT LAUREL, 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(9/9/2022)
RR
Delaware(7/6/2022)
RR
Florida(7/6/2022)
RR
Illinois(4/15/2025)
RR
Maryland(2/21/2023)
RR
New Jersey(7/6/2022)
IAR
New Jersey(3/31/2025)
RR
New York(7/6/2022)
RR
Pennsylvania(7/6/2022)
RR
South Carolina(8/22/2022)
RR
Tennessee(8/12/2025)
RR
Texas(7/22/2022)
IAR
Texas(3/31/2025)
RR
Virginia(10/26/2022)
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
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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.
