Nathan Tyler Andrews

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

• 09/2020 → 10/2021
  Wells Fargo Clearing Services Llc
  Salt Lake City, UT
• 05/2020 → 09/2020
  Rhi General Group
  San Ramon, CA
• 01/2017 → 04/2017
  Brigham Young University
  Provo, UT
• 08/2017 → 04/2019
  Brigham Young University
  Provo, UT
• 06/2019 → 08/2019
  American International Group
  Houston, TX
• 10/2019 → 05/2020
  Arivs
  Mesa, AZ
• 08/2016 → 12/2019
  Brigham Young University
  Provo, UT
• 11/2021 → Present
  Fidelity Investments
  Chestnut Hill, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-12-01 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Chestnut Hill, MA
• 2020-08-19 → 2021-11-19
  Wells Fargo Clearing Services, Llc
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2020-08-18

Other Names

• Nathan Andrews