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Kara Nixon

Advisor at Fidelity

Updated today

Location

Lyndeborough, NH

Credentials

Series 63, Series 66

Industry experience

25 years

About

Kara Nixon is a financial advisor at Fidelity with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2000. Nixon is based in Lyndeborough, NH. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and offers advisory roles to multiple registered investment companies.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Based on Fidelity

Charitable giving & philanthropy Active portfolio management

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Location

Lyndeborough, NH

Most active in

New Hampshire · Texas

Work history

Fidelity Investments

2025 - Present (1 year)

Fidelity Personal and workplace Advisors

2018 - Present (8 years)

Fidelity Brokerage Services Inc

2000 - Present (26 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Thomas V

Series 63, Series 65, Series 66

Hancock, NH

Monadnock Retirement Solutions, LLC

Thomas Villeneuve is a financial advisor with Monadnock Retirement Solutions, LLC, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He has held prior roles at Citizens Securities, NYLIFE Securities, New York Life Insurance Company, and Baltimore Life. Outside of advisory work, he serves as a part-time instructor providing basic financial education at UNH Cheshire Academy of Lifelong Learning. Monadnock Retirement Solutions offers comprehensive financial planning and investment management to individual and high-net-worth clients, focusing on written financial plans and ongoing portfolio oversight. The firm manages client assets primarily on a non-discretionary basis and incorporates insurance and long-term care reviews, 401(k) evaluations, and tailored model portfolios through third-party sub-advisers.

General retirement planning Income planning Medicare planning College savings (529s, UTMA, etc.)
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Bradley K

Series 65

Hollis, NH

Studio Ventures and Capital Advisors, LLC

Bradley Kayton is a financial advisor at Studio Ventures and Capital Advisors, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Studio Ventures since 2014. In addition to his advisory role, Kayton runs a consulting firm through a separate S-corp, providing executive management, board governance, CEO mentoring, and strategic consulting services to start-up companies. Studio Ventures and Capital Advisors offers advisory services to family offices, high-net-worth individuals, pooled investment vehicles, and business entities, focusing on creating and managing customized private-market equity and debt funds. The firm emphasizes thematic, client-tailored pooled vehicles and often takes an active role in portfolio companies through detailed due diligence and discretionary long-term investment strategies.

Private / alternative investments Founder/Business Owner
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William H

Series 63, Series 66

Wilton, NH

Momentum Investment Research and Management, LLC

William Hurst is a financial advisor at Momentum Investment Research and Management, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity and Fidelity Brokerage Services, LLC. Momentum Investment Research and Management, LLC provides discretionary portfolio management and subadvisory services primarily to other advisers, as well as financial planning and account management for individual and high-net-worth clients. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, focusing on equity-oriented, long-term trading strategies and operates with discretionary trading authority.

College savings (529s, UTMA, etc.)
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Alicia D

Series 65

Nashua, NH

Nashua Capital Management LLC

Alicia Donahue is the sole advisor at Nashua Capital Management LLC, an independent firm based in Nashua, NH. She holds a Series 65 designation and has 13 years of industry experience, having led her firm since 2012. Nashua Capital Management provides discretionary portfolio management and incidental financial planning to individual and high-net-worth clients. The firm employs a long-term investment approach focused on dividend-paying growth and value companies, supplemented by ETFs, mutual funds, and fixed income for diversification.

Wealth management Passive / index investing General retirement planning
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Scott S

Series 63, Series 65

Bedford, NH

Stratton Capital Management, LLC

Scott Stratton is the sole advisor at Stratton Capital Management, LLC, an independent firm based in Bedford, NH. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. In addition to his advisory work, Stratton has been employed as a pilot for Federal Express Corporation since 1987 and is affiliated with the Airline Pilots Association International. Stratton Capital Management provides discretionary investment supervisory services to individual and high-net-worth clients, managing portfolios that include mutual funds, equities, bonds, ETFs, REITs, and government securities. The firm employs a combination of charting, fundamental, technical, and cyclical analysis, using both long-term and short-term trading strategies, and manages all assets in-house with a small client base.

Options & derivatives strategies
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Robert C

CFP®

Merrimack, NH

Creegan & Associates

Robert Creegan Jr. is a CFP® professional with 25 years of industry experience. He has been with Creegan & Nassoura Financial Group, LLC since 2000 and was previously with Creegan & Associates, LLC. The firm is an SEC-registered, fee-only investment adviser providing discretionary portfolio management and financial planning to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. It emphasizes balance and diversification, tailoring portfolios to clients’ risk tolerances and objectives through fundamental and technical analysis, with a range of investment strategies including equities, fixed income, and options.

Active portfolio management Concentrated stock management
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