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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-03-31
  • WI RA
    APPROVED
    Since 2025-03-31

Branch Locations

Belgium, WI • United States

600 N Barker Road, Brookfield, WI 53045-5982 • 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
Raymond James Financial Services, Inc. Green Bay WI 06/2019 09/2019
Self Employed Reedsville WI 11/2014 05/2019
Raymond James Financial Services, Inc. Manitowoc WI 09/2019 12/2024
Raymond James Financial Services Advisors, Inc. Manitowoc WI 09/2019 12/2024
Macco Financial Group Green Bay WI 09/2019 07/2021
Gottshall Capital Partners Manitowoc WI 09/2021 12/2024
Fidelity Investments Mequon WI 12/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → 09/2019
    Raymond James Financial Services, Inc.
    Green Bay, WI
  • 11/2014 → 05/2019
    Self Employed
    Reedsville, WI
  • 09/2019 → 12/2024
    Raymond James Financial Services, Inc.
    Manitowoc, WI
  • 09/2019 → 12/2024
    Manitowoc, WI
  • 09/2019 → 07/2021
    Macco Financial Group
    Green Bay, WI
  • 09/2021 → 12/2024
    Gottshall Capital Partners
    Manitowoc, WI
  • 12/2024 → Present
    Fidelity Investments
    Mequon, WI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-30
  • S66 Uniform Combined State Law Examination
    2019-08-30
Other Names
  • Nate Allen Schmidt
  • Nathan Allen Schmidt

View on SEC IAPD

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