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Natalie Jean Scheffler

Strategic Advisers LLC

Orange, OH

Cuyahoga Falls, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

200 Pinecrest Drive, Orange, OH 44122-4207 • United States

Cuyahoga Falls, OH • 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
Fidelity Investments Woodmere Village OH 08/2021 Present
Keybank Massillon OH 06/2020 08/2021
Full Time Student North Canton OH 08/2011 12/2020
Walther's Twin Tavern North Canton OH 05/2018 01/2020
The Inn At Whitewood North Canton OH 05/2015 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → Present
    Fidelity Investments
    Woodmere Village, OH
  • 06/2020 → 08/2021
    Keybank
    Massillon, OH
  • 08/2011 → 12/2020
    Full Time Student
    North Canton, OH
  • 05/2018 → 01/2020
    Walther's Twin Tavern
    North Canton, OH
  • 05/2015 → 05/2017
    The Inn At Whitewood
    North Canton, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Woodmere Village, OH
Other Businesses

OBA-124388|OrgNmn:North Canton City Schools|Org Addr:North Cant,Ohio,US|OBA Nature:School District|Invst Rel:N|Title:7th Grade Head Cheer Coach |Duties:7th grade cheer coach - be at practices and games 2 to 3 times a week|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-08
  • S66 Uniform Combined State Law Examination
    2022-03-08

View on SEC IAPD

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