Nathaniel D Smock

Strategic Advisers LLC

Westerville, OH

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

OH RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Westerville, 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

Organization	City	State	From	To
Fidelity Investments	Columbus	OH	10/2011	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

10/2011 → Present

Fidelity Investments

Columbus, OH
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
2014-07-14 → 2018-07-13

Strategic Advisers Llc

Columbus, OH

Other Businesses

OBA-118788|OrgNmn:Oakmont Homeowners Association|Org Addr:Westervill,Ohio,US|OBA Nature:HOA|Invst Rel:N|Title:Trustee|Duties:Trustee of the HOA|StrtDt:05-05-25|TotHrs/mon:0.25|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-11-04
S63	Uniform Securities Agent State Law Examination	2012-01-23

S66 Uniform Combined State Law Examination

2013-11-04
S63 Uniform Securities Agent State Law Examination

2012-01-23

View on SEC IAPD

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