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Natalie D Fabrizio

Strategic Advisers LLC

Boston, MA

Boston, MA

CRD 7122353

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-13
MA RA APPROVED 2026-06-22
  • TX RA
    APPROVED
    Since 2026-08-13
  • MA RA
    APPROVED
    Since 2026-06-22

Branch Locations

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

Boston, MA • 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
Strategic Advisers Llc Boston MA 05/2026 Present
Pnc Bank Boston MA 07/2023 04/2026
Pnc Bank Louisville KY 06/2021 07/2023
Kent State University Kent OH 08/2017 05/2021
Mccdowell High School Erie PA 08/2013 07/2017
  • 05/2026 → Present
    Strategic Advisers Llc
    Boston, MA
  • 07/2023 → 04/2026
    Pnc Bank
    Boston, MA
  • 06/2021 → 07/2023
    Pnc Bank
    Louisville, KY
  • 08/2017 → 05/2021
    Kent State University
    Kent, OH
  • 08/2013 → 07/2017
    Mccdowell High School
    Erie, PA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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COHERE CAPITAL
BAYPINE HOLDINGS LP
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Nearby Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON

Nearby Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

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