Natalie O'REilly

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 05/2020
  The Vanguard Group, Inc.
  Malvern, PA
• 09/2013 → 12/2016
  The Limited
  Willow Grove, PA
• 05/2020 → 06/2020
  The Vanguard Group, Inc.
  Kansas City, MO
• 06/2020 → 11/2021
  Mid-American Wealth Advisory Firm
  Kansas City, MO
• 12/2021 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-11-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Woodstock, GA

Exams

• S66 Uniform Combined State Law Examination
  2023-11-01
• S63 Uniform Securities Agent State Law Examination
  2016-07-14

Other Names

• Natalie O'REilly
• Natalie Oreilly
• Natalie Anne O'REilly
• Natalie Anne Oreilly