Best Investors Account Sign in

Natalie Joann Anderson

Strategic Advisers LLC

Austin, TX

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Austin, TX • 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
Wells Fargo Bank Na Austin TX 10/2010 04/2023
Wells Fargo Advisors Llc Austin TX 03/2014 11/2016
Wells Fargo Clearing Services, Llc Austin TX 11/2016 07/2022
Fidelity Investments Boston MA 05/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2010 → 04/2023
    Wells Fargo Bank Na
    Austin, TX
  • 03/2014 → 11/2016
    Wells Fargo Advisors Llc
    Austin, TX
  • 11/2016 → 07/2022
    Wells Fargo Clearing Services, Llc
    Austin, TX
  • 05/2023 → Present
    Fidelity Investments
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Austin, TX
  • 2015-07-28 → 2022-07-28
    Wells Fargo Clearing Services, Llc
    Austin, TX
    Austin, TX
    Austin, TX
    Walnut Creek, CA
    Danville, CA
Other Businesses

OBA-98923|OrgNmn:soul glow dba|Org Addr:Austin,Texas,US|OBA Nature:spiritual coaching |Invst Rel:N|Title:Sole Proprietor|Duties:meet with individuals quarterly very minimal |StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-07-28
S63 Uniform Securities Agent State Law Examination 2014-05-13
  • S65 Uniform Investment Adviser Law Examination
    2015-07-28
  • S63 Uniform Securities Agent State Law Examination
    2014-05-13
Other Names
  • Natalie Joann Anderson
  • Natalie J. Anderson

View on SEC IAPD

More in Austin, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor