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Nikki Louise C
Series 63, Series 66
Trophy Club, TX
Fidelity
Nikki Louise Coro is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within Fidelity since 2016. Outside of her advisory work, she is involved with ICOE chip, a pet company based in Florida, where she performs recordkeeping and customer service duties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm’s approach combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.
Jason J
Series 63, Series 65
Trophy Club, TX
Fidelity
Jason Johnston is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fidelity and its affiliated entities since 2009. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm’s investment approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and oversight controls.
Kelly C
Series 63, Series 66
Trophy Club, TX
Fidelity
Kelly Carpenter is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2015. Kelly works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversees multiple sub-advisers while maintaining governance and proxy-voting roles for its advised funds.
Caroline S
Series 66
Trophy Club, TX
Fidelity
Caroline Smock is a financial advisor with Fidelity and holds a Series 66 designation. She has six years of experience at Fisher Investments and joined Fidelity in 2025. Prior to her investment career, she worked at First State Bank and Foley & Lardner. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.
Domenick C
Series 66
Trophy Club, TX
Fidelity
Domenick Coro is a financial advisor at Fidelity with a Series 66 designation and eight years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2018 and previously with Fidelity Investments from 2016 to 2018. Outside of his advisory role, he is involved in a pet product business, ICOE Chip, based in Melbourne, Florida, where he handles recordkeeping and customer service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm’s investment approach integrates fundamental research with quantitative and algorithmic portfolio construction, offering both discretionary and non-discretionary advisory services alongside model portfolios built from mutual funds, ETFs, and ETPs.
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