Nathan Gingrich

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

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

TX RA
APPROVED

Since 2025-03-31

Branch Locations

Magnolia, TX • United States

23501 Cinco Ranch Blvd Bld C, Suite C-150, Katy, TX 77494-3095 • 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
Deloitte Corporate Finance	Charlotte	NC	03/2021	07/2023
Toast	Boston	MA	08/2019	02/2021
Paycom	Houston	TX	03/2019	08/2019
C.H. Robinson	Eden Prairie	MN	06/2018	03/2019
Unemployed	Houston	TX	01/2011	06/2018
Fidelity Investments	Katy	TX	08/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

03/2021 → 07/2023

Deloitte Corporate Finance

Charlotte, NC
08/2019 → 02/2021

Toast

Boston, MA
03/2019 → 08/2019

Paycom

Houston, TX
06/2018 → 03/2019

C.H. Robinson

Eden Prairie, MN
01/2011 → 06/2018

Unemployed

Houston, TX
08/2023 → Present

Fidelity Investments

Katy, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-09-19 → 2025-03-31

Fidelity Personal And Workplace Advisors

Katy, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-09-11
S63	Uniform Securities Agent State Law Examination	2021-05-26

S66 Uniform Combined State Law Examination

2023-09-11
S63 Uniform Securities Agent State Law Examination

2021-05-26

View on SEC IAPD

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