Nathan Maurice Burks
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
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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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Fidelity Brokerage Services LLCJun 2022 to now
- Northwestern Mutualwealth Management CompanyApr 2022 to Jun 2022
- David HigginsSep 2021 to Jun 2022
- James SiegelSep 2021 to Jun 2022
- Northwestern Mutual Investment Services LLCSep 2021 to Jun 2022
- Northwestern MutualJun 2021 to Sep 2021
- Principal Financial GroupMar 2020 to Jun 2021
- Sam Houston UniversityAug 2019 to Mar 2020
- Green Mountain EnergyJul 2019 to Aug 2019
- University of Houston VictoriaJun 2018 to Jul 2019
- Lincoln ConstructionJan 2018 to May 2018
- Houston Community CollegeDec 2016 to Jan 2018
- 511 Tactical HoustonMay 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (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
- 7178878
- Firm CRD
- 104555