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Natalie Patterson

Strategic Advisers LLC

Larkspur, CA

Sebastopol, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

601 Larkspur Landing Circle, Larkspur, CA 94939-1722 • United States

Sebastopol, CA • 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
Santa Rosa Junior College -Ca CA 10/2016 08/2017
Pacific Market Ca CA 09/2015 10/2016
Unemloyed Ca CA 02/2024 03/2024
Retirement Investment Specialist Ca CA 12/2020 01/2024
Eddie Bauer Ca CA 08/2017 11/2017
Fidelity Investments Larkspur CA 05/2024 Present
Passarell Tax And Bookkeeping Services Ca CA 08/2018 12/2020
Victoria'S Secret Ca CA 09/2017 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 10/2016 → 08/2017
    Santa Rosa Junior College
    -Ca, CA
  • 09/2015 → 10/2016
    Pacific Market
    Ca, CA
  • 02/2024 → 03/2024
    Unemloyed
    Ca, CA
  • 12/2020 → 01/2024
    Retirement Investment Specialist
    Ca, CA
  • 08/2017 → 11/2017
    Eddie Bauer
    Ca, CA
  • 05/2024 → Present
    Fidelity Investments
    Larkspur, CA
  • 08/2018 → 12/2020
    Passarell Tax And Bookkeeping Services
    Ca, CA
  • 09/2017 → 08/2018
    Victoria'S Secret
    Ca, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Larkspur, CA
    Sebastopol, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-11
  • S66 Uniform Combined State Law Examination
    2024-06-11
Other Names
  • Natalie Patterson
  • Natalie Drew Mei Ha Patterson
  • Natalie D Patterson

View on SEC IAPD

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Other Investors

KELLY DOUGLAS KANE
MORGAN SELMI
PATRICK MICHAEL BERESH
THOMAS NOWROUZI
YEISON MAZARIEGOS BARRIOS
DANIEL LEE RASMUS
JEFFREY LIMETA
GUSTAVO SANCHEZ

Other Offices

BROADWING CAPITAL ADVISORS, INC. · LARKSPUR, CA
PMB ADVISORS · LARKSPUR, CA
PMB ADVISORS · LARKSPUR, CA
EB FINANCIAL GROUP, LLC · LARKSPUR, CA
BEACON POINTE ADVISORS, LLC · Larkspur, CA
SHIRA RIDGE WEALTH MANAGEMENT · LARKSPUR, CA
WARM SPRINGS ADVISORS INC. · LARKSPUR, CA
AMERICAN PACIFIC GROUP · LARKSPUR, CA

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