Nicholas J. Rath

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
DC	RA	APPROVED	2025-08-13
VA	RA	APPROVED	2025-08-13
MD	RA	APPROVED	2025-08-12
TX	RA	APPROVED	2025-03-31

DC RA
APPROVED

Since 2025-08-13
VA RA
APPROVED

Since 2025-08-13
MD RA
APPROVED

Since 2025-08-12
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Arlington, VA • United States

1900 K St Nw Stes 110 & 1175, Washington, DC 20006-1110 • 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	Covington	KY	06/2021	Present
Muirfield Village Golf Club	Dublin	OH	07/2014	06/2021
Cincinnati Country Club	Cincinnati	OH	04/2021	06/2021
University Of Cincinnati	Cincinnati	OH	08/2018	06/2021
Fidelity Investments	Boston	MA	03/2025	Present

06/2021 → Present

Fidelity Investments

Covington, KY
07/2014 → 06/2021

Muirfield Village Golf Club

Dublin, OH
04/2021 → 06/2021

Cincinnati Country Club

Cincinnati, OH
08/2018 → 06/2021

University Of Cincinnati

Cincinnati, OH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-06-27 → 2025-03-31

Fidelity Personal And Workplace Advisors

Sugar Land, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-09-21
S63	Uniform Securities Agent State Law Examination	2021-08-17

S66 Uniform Combined State Law Examination

2022-09-21
S63 Uniform Securities Agent State Law Examination

2021-08-17

Other Names

Nicholas Rath

View on SEC IAPD

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