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Nathaniel Linford

Strategic Advisers LLC

Walnut Creek, CA

Concord, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596-7235 • United States

Concord, CA • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Mateo CA 10/2017 05/2020
Bpm Llp San Francisco CA 10/2016 10/2017
Unemployed Sunnyvale CA 06/2016 10/2016
Bank Of America, N.A. San Mateo CA 02/2018 05/2020
Fidelity Investments Walnut Creek CA 05/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2017 → 05/2020
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Mateo, CA
  • 10/2016 → 10/2017
    Bpm Llp
    San Francisco, CA
  • 06/2016 → 10/2016
    Unemployed
    Sunnyvale, CA
  • 02/2018 → 05/2020
    Bank Of America, N.A.
    San Mateo, CA
  • 05/2020 → Present
    Fidelity Investments
    Walnut Creek, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-22
  • S66 Uniform Combined State Law Examination
    2018-03-22
Other Names
  • Nathaniel Wesley Linford
  • Nathaniel Linford

View on SEC IAPD

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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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