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Nathan Potter

Strategic Advisers LLC

West Hartford, CT

Canton, CT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211 • United States

Canton, CT • 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
Fidelity Investments Greenwood Village CO 02/2014 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2014 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-10-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    West Hartford, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-21
S63 Uniform Securities Agent State Law Examination 2014-04-11
  • S66 Uniform Combined State Law Examination
    2018-09-21
  • S63 Uniform Securities Agent State Law Examination
    2014-04-11
Designations
Other Names
  • Nathan Ronald Irving Potter

View on SEC IAPD

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Other Offices

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COMMONWEALTH FINANCIAL NETWORK · West Hartford, CT
JANNEY MONTGOMERY SCOTT LLC · West Hartford, CT
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CETERA INVESTMENT ADVISERS LLC · WEST HARTFORD, CT
LPL FINANCIAL LLC · WEST HARTFORD, CT
PRIME CAPITAL FINANCIAL · West Hartford, CT
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