Londonderry, NH Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Fidelity
Institution
Firm-wide stats for Fidelity
About
Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a wide range of clients, including retail and institutional investors, an IRS‑qualified Charitable Gift Fund, and registered investment companies. Its services include discretionary portfolio management, non‑discretionary advisory work, fund advisory (including multi‑manager and fund‑of‑funds structures), management and consulting, and delivery of model portfolios to intermediary platforms.
The firm’s investment process blends proprietary fundamental research with quantitative analysis and algorithmic portfolio construction; model portfolios are constructed from an investable universe of mutual funds, ETFs, and ETPs using systematic methodologies and long‑term asset allocation benchmarks. Strategic Advisers may delegate day‑to‑day management to affiliated or unaffiliated sub‑advisers, applies oversight controls, and evaluates share classes and allocations with the stated aim of addressing related conflicts of interest.
Distinctive features noted in the brochure include Strategic Advisers’ registration with the CFTC as a commodity pool operator and membership in the NFA, and its formal advisory role to multiple registered investment companies and fund‑of‑funds—activities that are less common among large institutional peers. The brochure also highlights its role in constructing and delivering model portfolios for Fidelity Institutional Wealth Adviser, its documented use of algorithmic methods and AI/LLMs in research, and established proxy‑voting and governance procedures for the funds it advises.
Based on Fidelity
Location
Londonderry NH
Advisors at this office
4
Advisors at this office
Nicholas K
Series 63, Series 66
Londonderry, NH
Fidelity
Nicholas Kuba is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity divisions since 2011. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with specialized roles in commodity pool operations and fund advisory.
Kristen C
Series 63, Series 66
Londonderry, NH
Fidelity
Kristen Coyne is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In her role, she focuses on helping executives develop personalized financial strategies by utilizing the full range of tools and resources available at Fidelity. Kristen is committed to building trustworthy and loyal relationships with her clients. She has been with Fidelity Investments since 2011, progressing through roles including Relationship Manager and Central Relationship Manager before assuming her current position in 2019. Prior to joining Fidelity, Kristen worked as a Financial Consultant at MetLife from 2008 to 2010. Details regarding her education, credentials, personal interests, or community involvement have not been provided.
Jon B
Series 63, Series 66
Londonderry, NH
Fidelity
Jon Bernasconi is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 27 years of industry experience. He has held various roles within Fidelity since 1998, most recently with Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.
David G
Series 66, Series 63
Londonderry, NH
Fidelity
David Greco is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role he has held since 2024. He is dedicated to helping clients maximize their relationships with Fidelity by utilizing the available tools and resources to build financial plans aligned with their goals and aspirations. David has accumulated extensive experience within Fidelity Investments, serving in various capacities since 2010. His prior positions include Scrum Master from 2021 to 2024, Guidance Support Specialist from 2015 to 2021, Workplace Planning and Guidance Consultant from 2013 to 2015, and Defined Benefits Representative from 2010 to 2013. Outside of his professional work, David has personal interests that include baseball, cars, family activities, food, football, and skiing.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)