Nathan James Friedman

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

• 06/2023 → 08/2023
  7Ridge
  New York, NY
• 03/2021 → 05/2022
  Unemployed
  Greenwood Village, CO
• 06/2024 → 08/2024
  Fidelity Investments
  Boston, MA
• 08/2025 → Present
  Fidelity Investments
  New York, NY
• 08/2023 → 06/2024
  Michigan State University
  East Lansing, MI
• 05/2020 → 08/2020
  Independent Contractor/Baseball Instructor
  Greenwood Village, CO
• 08/2024 → 05/2025
  Michigan State University
  East Lansing, MI
• 08/2022 → 06/2023
  Michigan State University
  East Lansing, MI
• 05/2025 → 08/2025
  Unemployed
  New York, NY
• 01/2021 → 03/2021
  Colorado Amateur Hockey Association
  Greenwood Village, CO
• 05/2022 → 08/2022
  Orthopedics Associates Of Denver
  Greenwood Vllage, CO
• 08/2015 → 05/2020
  Cherry Creek School
  Greenwood Village, CO
• 08/2020 → 01/2021
  Unemployed
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2025-11-26

Other Names

• Nathan Friedman