Best Investors Account Sign in

Natasha Mathis

Strategic Advisers LLC

Atlanta, GA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Atlanta, GA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Atlanta GA 01/2015 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2015 → Present
    Fidelity Brokerage Services Llc
    Atlanta, GA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Atlanta, GA
    Westlake, TX
  • 2016-01-20 → 2018-07-13
    Strategic Advisers Llc
    Atlanta, GA
Other Businesses

OBA-10477|OrgNmn:SANMAR AND ASSOCIATES LLC|Org Addr:Atlanta,Georgia,US|OBA Nature:Real Estate Sales, Wholesaling|Invst Rel:Y|Title:Member|Duties:Real Estate Agent; Operations Management|StrtDt:07-31-18|TotHrs/mon:40|TrdHrs/mon:0|OBA-9792|OrgNmn:Metrobroker|Org Addr:Atlanta,Georgia,US|OBA Nature:Real estate sales|Invst Rel:Y|Title:Real Estate Agent|Duties:Real Estate sales|StrtDt:02-27-18|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-14
S63 Uniform Securities Agent State Law Examination 2014-07-09
  • S66 Uniform Combined State Law Examination
    2015-12-14
  • S63 Uniform Securities Agent State Law Examination
    2014-07-09
Other Names
  • Natasha Monique Campbell
  • Natasha Mathis
  • Natasha Monique Mathis

View on SEC IAPD

Other Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BISON WEALTH, LLC
BRIGHTER INVESTING, PB LLC
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NEWEDGE ADVISORS
EQUITY SERVICES, INC.

Other Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor