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Nathaniel L. Johnson

Strategic Advisers LLC

Covington, KY

Mason, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Mason, OH • 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
Fidelity Brokerage Services Covington KY 01/2011 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2011 → Present
    Fidelity Brokerage Services
    Covington, KY
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Covington, KY
    Mason, OH
  • 2013-07-09 → 2018-07-13
    Strategic Advisers Llc
    Covington, KY
Other Businesses

OBA-111590|OrgNmn:Johnson Family Legacy LLC|Org Addr:Mason,Ohio,US|OBA Nature:Real Estate|Invst Rel:Y|Title:Partner|Duties:I'll keep up with the financials.|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-06-28
S63 Uniform Securities Agent State Law Examination 2011-05-02
  • S66 Uniform Combined State Law Examination
    2013-06-28
  • S63 Uniform Securities Agent State Law Examination
    2011-05-02
Other Names
  • Nathaniel Johnson
  • Nathaniel Lavelle Johnson

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
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