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Nicholas Edward Yoo

Strategic Advisers LLC

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About Nicholas Edward Yoo

Nicholas Edward Yoo is a registered investment advisor with Strategic Advisers LLC. Nicholas has been in the industry since 2000 and has worked with various firms such as JPMorgan Distribution Services, Inc., J.P. Morgan Institutional Investments Inc., and Lazard Freres & Co. LLC. Nicholas specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Nicholas holds Series 7, 63, and 65 licenses and is registered in Massachusetts.

Firm Information

Nicholas Yoo is currently registered with Strategic Advisers LLC. Strategic Advisers LLC is a Boston, Massachusetts-based firm that provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer model portfolios and select other advisors for clients. The firm manages over $824 billion in assets for a diverse client base, including individuals, high-net-worth individuals, corporations, insurance companies, investment companies, pension plans, and charitable organizations. They also manage proprietary test accounts and FIWA for model portfolios.
Strategic Advisers LLC

155 SEAPORT BLVD

BOSTON, MA 02210-2698

$824.74B

Assets Under Management

3

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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provider of model portfolios

Provider of model portfolios

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of revenue from affiliates

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Nicholas Yoo’s Registration & Firm History

MA

05/04/2007 - Present

Strategic Advisers LLC (BOSTON MA)

NY

01/01/2005 - 03/14/2007

JPMORGAN DISTRIBUTION SERVICES, INC. (NEW YORK NY)

NY

06/15/2001 - 01/01/2005

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)

NY

05/01/2001 - 06/15/2001

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

12/07/2000 - 05/01/2001

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

10/06/1999 - 10/23/2000

LAZARD FRERES & CO. LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/19/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/28/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/05/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Edward Yoo.
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