Nathan David Smith
Investment adviser representative at Strategic Advisers LLC
18 yearsExperience
2 statesRegistered in
CFADesignation
$1.4TFirm assets
Are you Nathan David Smith? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Fidelity Brokerage Services LLCJul 2021 to now
- JP Morgan Chase Bank, N.A.Apr 2018 to Jul 2021
- JP Morgan Securities, LLCApr 2018 to Jul 2021
- TD Ameritrade Investment Management, LLCFeb 2018 to Apr 2018
- TD Ameritrade, Inc.Feb 2018 to Apr 2018
- Scottrade Investment ManagementJan 2008 to Feb 2018
- Scottrade, Inc.Jan 2008 to Feb 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5468995
- Firm CRD
- 104555