Nicholas Billeci, financial advisor Dublin CA
89 score

Nicholas Billeci

CRD Number: 6204286
Current Firm: Strategic Advisers, Inc.

Nicholas Billeci (CRD# 6204286) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Dublin, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Dublin, CA Aug 2015 - Current 1
Edward Jones St Louis, MO Jun 2013 - Aug 2015 2
California State University, Chico Chico, CA Aug 2008 - Jun 2013 4
Center For Economic Development Chico, CA Feb 2011 - May 2013 2
Csu Chico, Student Learning Center Chico, CA Jan 2011 - May 2013 2
Associated Students Bookstore Chico, CA Aug 2010 - Feb 2011 < 1
Skippolini's Pizza Antioch, CA Apr 2007 - Aug 2008 1
Full-time Student Antioch, CA Aug 1995 - Jun 2008 12
Fagan's Family Restaurant Oakley, CA May 2005 - Apr 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Nicholas S. Billeci
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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