Nicholas McDonald
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Nicholas Mcdonald is an investment adviser representative with Strategic Advisers LLC in Brecksville, OH, where they have been registered since 2026, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Ohio.
Registrations & licenses
- Investment adviser:
- Ohio
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Market MAXAug 2020 – Nov 2020Cleveland, OH
- Multi Track ProductionsDec 2022 – Jan 2023Cleveland, OH
- Multi Track ProductionsDec 2024 – Jan 2025Cleveland, OH
- Multi Track ProductionsDec 2023 – Jan 2024Cleveland, OH
- CITY OF Broadview HeightsAug 2017 – Nov 2017Broadview Heights, OH
- Newport Harbor - Shoreby CLUBMay 2020 – Aug 2020Cleveland, OH
- Multi Track ProductionsDec 2021 – Jan 2022Cleveland, OH
- UnemployedJan 2022 – May 2022Brecksville, OH
- UnemployedJan 2025 – Oct 2025Brecksville, OH
- UnemployedJan 2024 – May 2024Brecksville, OH
- Market MAXMay 2023 – Aug 2023Cleveland, OH
- UnemployedAug 2023 – Dec 2023Brecksville, OH
- UnemployedNov 2019 – May 2020Brecksville, OH
- CITY OF Broadview HeightsAug 2019 – Nov 2019Broadview Heights, OH
- UnemployedNov 2017 – Aug 2018Brecksville, OH
- CITY OF Broadview HeightsAug 2018 – Nov 2018Broadview Heights, OH
- CITY OF Broadview HeightsAug 2016 – Nov 2016Broadview Heights, OH
- UnemployedNov 2016 – Aug 2017Brecksville, OH
- UnemployedNov 2020 – Jan 2022Brecksville, OH
- Express JanitorialMay 2024 – Aug 2024Cleveland, OH
- Orlando Baking CompanyMay 2022 – Aug 2022Cleveland, OH
- UnemployedNov 2018 – Aug 2019Brecksville, OH
- UnemployedAug 2024 – Dec 2024Brecksville, OH
- UnemployedJan 2023 – May 2023Brecksville, OH
- UnemployedAug 2022 – Dec 2022Brecksville, OH
- Fidelity InvestmentsOct 2025 – no end date reportedOrange, OH
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17,064
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Boston, MA
- SEC file number:
- 801-13243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Strategic Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nicholas McDonald has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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