Nathan Top
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
3 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Nathan Top? 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
10 years in the industry.
- Strategic Advisers LLCMay 2025 to now
- Fidelity InvestmentsJul 2022 to now
- La Salle High SchoolFeb 2020 to Apr 2020
- Three Rivers School DistrictNov 2019 to Apr 2021
- St. Xavier High SchoolAug 2019 to May 2021
- Covedale Theater for the Performing ArtsApr 2018 to Nov 2019
- Buddy Roger's MusicOct 2017 to Jul 2022
- Dubois BookstoreMay 2017 to Sep 2017
- University of Cincinnati - College-conservatory of MusicAug 2016 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (KY, 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
- 7752709
- Firm CRD
- 104555