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Nathan David Smith

Strategic Advisers LLC

Columbus, OH

Columbus, OH

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Columbus, OH • United States

1324 Polaris Pkwy Polaris Fashion Place, Columbus, OH 43240-2038 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scottrade, Inc. Columbus OH 01/2008 02/2018
Td Ameritrade, Inc. Dublin OH 02/2018 04/2018
Td Ameritrade Investment Management, Llc Dublin OH 02/2018 04/2018
Jp Morgan Securities, Llc Dublin OH 04/2018 07/2021
Jp Morgan Chase Bank, N.A. Dublin OH 04/2018 07/2021
Scottrade Investment Management Columbus OH 01/2008 02/2018
Fidelity Brokerage Services Llc Columbus OH 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2008 → 02/2018
    Scottrade, Inc.
    Columbus, OH
  • 02/2018 → 04/2018
    Td Ameritrade, Inc.
    Dublin, OH
  • 02/2018 → 04/2018
    Td Ameritrade Investment Management, Llc
    Dublin, OH
  • 04/2018 → 07/2021
    Jp Morgan Securities, Llc
    Dublin, OH
  • 04/2018 → 07/2021
    Jp Morgan Chase Bank, N.A.
    Dublin, OH
  • 01/2008 → 02/2018
    Scottrade Investment Management
    Columbus, OH
  • 07/2021 → Present
    Fidelity Brokerage Services Llc
    Columbus, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-08-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Columbus, OH
  • 2018-05-01 → 2021-07-14
    J.P. Morgan Securities Llc
    Dublin, OH
    Columbus, OH
    Upper Arlington, OH
    Dublin, OH
  • 2018-02-27 → 2018-04-16
    Td Ameritrade, Inc.
    Dublin, OH
  • 2018-02-26 → 2018-04-16
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 2017-02-24 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-24
S63 Uniform Securities Agent State Law Examination 2009-01-20
  • S66 Uniform Combined State Law Examination
    2017-02-24
  • S63 Uniform Securities Agent State Law Examination
    2009-01-20
Designations
Other Names
  • Nathan Smith

View on SEC IAPD

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