Nathaniel Flood

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

• 06/2011 → 09/2016
  Cascade Horse Shows
  Seattle, WA
• 09/2014 → 06/2018
  Uiversity Of Washington
  Seattle, WA
• 05/2016 → 06/2017
  Bitter Face Vending
  Lake Stevens, WA
• 06/2017 → 06/2018
  Veritude
  Seattle, WA
• 06/2018 → Present
  Fidelity Brokerage Services Llc
  Seattle, WA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-10-31 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Seattle, WA

Exams

• S66 Uniform Combined State Law Examination
  2018-08-03

Other Names

• Nathaniel Edward Flood
• Nathaniel Flood