Nathaniel Bitonte
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
3 statesRegistered 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
11 years in the industry.
- Strategic Advisers LLCAug 2026 to now
- Fidelity InvestmentsApr 2025 to now
- UnemployedFeb 2025 to Apr 2025
- Scioto Country ClubDec 2023 to Jun 2024
- SchellmanJul 2023 to Feb 2025
- UnemployedMay 2023 to Jul 2023
- Skyline ChiliOct 2022 to May 2023
- PffOct 2022 to Jan 2023
- UnemployedAug 2022 to Sep 2022
- LowesMay 2022 to Aug 2022
- Four CornersMay 2022 to May 2022
- UnemployedAug 2021 to May 2022
- CornerstoneMay 2020 to Sep 2020
- UnemployedJan 2020 to May 2020
- SchoolSep 2019 to May 2023
- Coopers HawkMay 2019 to Aug 2021
- Skyline LakotaJan 2019 to May 2019
- UnemployedSep 2018 to Jan 2019
- Amc West ChesterJun 2015 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
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
- 8077266
- Firm CRD
- 104555