Nicholas J. Anketell
STRATEGIC ADVISERS LLC | Investment Consultant
BOSTON, MA
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CRD#: 7138951
Professional summary
Nicholas Joseph Anketell, who also goes by Nicholas Joseph Anketell, Nicholas Anketell, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Boston, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Cambridge, Massachusetts.
Nicholas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Nicholas has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 10 and Series 9 exams.
Biography
As an Investment Consultant my objective is to build a strong partnership with you to understand every aspect of your financial goals and needs. Everyone is different and with the use of Fidelity's resources we will be able to build a financial plan tailored to all your financial goals in life. Finances can be daunting and I strive on providing clear communication so you can feel comfortable in your financial decisions.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nicholas Joseph Anketell | Nicholas Anketell
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-67910|OrgNmn:AeroCape Aviation, LLC|Org Addr:Hyannis,Massachuse,US|OBA Nature:A business that provides priva|Invst Rel:N|Title:Part Owner|Duties:No duties besides the occasional update of quick books for book keeping purposes|StrtDt:05-17-21|TotHrs/mon:5|TrdHrs/mon:0|OBA-95886|OrgNmn:Got Sole, LLC|Org Addr:Weymouth,Massachuse,US|OBA Nature:Sneaker convention company. Go|Invst Rel:N|Title:Independent Contractor|Duties:I will be helping with scanning tickets at the door of the conventions as well as help periodically on social media and business development |StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Joseph Anketell'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
Bryant University
Bachelor of Business Administration - Financial Services & Applied Analytics
2019
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 200 Technology Square, Cambridge, MA 02139RIA
CRD#: 104555
BOSTON, MA
Current
May 11, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 200 Technology Square, Cambridge, MA 02139BD
CRD#: 7784
Cambridge, MA
Past
June 6, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
CAMBRIDGE, MA
Past
July 3, 2019 - May 14, 2021
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
SMITHFIELD, RI
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(2/5/2025)
RR
Arkansas(2/19/2025)
RR
California(5/11/2022)
RR
Connecticut(5/11/2022)
RR
Florida(5/11/2022)
RR
Georgia(2/5/2025)
RR
Illinois(7/15/2025)
RR
Maine(5/11/2022)
RR
Massachusetts(5/11/2022)
IAR
Massachusetts(3/31/2025)
RR
Mississippi(4/21/2023)
RR
Montana(1/19/2024)
RR
New Hampshire(5/11/2022)
RR
New Jersey(5/11/2022)
RR
New Mexico(11/23/2022)
RR
New York(5/11/2022)
RR
North Carolina(3/19/2025)
RR
Ohio(8/21/2024)
RR
Pennsylvania(5/11/2022)
RR
Rhode Island(5/11/2022)
RR
Texas(5/11/2022)
IAR
Texas(3/31/2025)
RR
Vermont(5/11/2022)
RR
Virginia(6/28/2022)
RR
Washington(10/8/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/3/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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.
