Nathan States
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 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
10 years in the industry.
- Strategic Advisers LLCAug 2026 to now
- Fidelity InvestmentsMay 2026 to now
- Liberty Ford Inc. dba Rusty Wallace FordAug 2025 to Apr 2026
- University of Tennessee, KnoxvilleAug 2023 to May 2025
- Walters State Community CollegeAug 2021 to Aug 2023
- Nathan StatesJun 2020 to Dec 2025
- Morristown Hamblen High School WestMay 2018 to May 2022
- West View Middle SchoolJun 2017 to May 2018
- Harborcreek Jr. High SchoolJun 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 8273027
- Firm CRD
- 104555