Natalie Richard

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

• 09/2014 → 06/2019
  Brewingz Sports Bar And Grill
  La Porte, TX
• 01/2017 → 02/2017
  Di Central
  Webster, TX
• 03/2017 → 06/2017
  Nelson Chiropractic
  Deer Park, TX
• 01/2019 → 03/2019
  Houston Cardiovascular Associates
  Houston, TX
• 07/2019 → 08/2019
  H-E-B
  Beaumont, TX
• 09/2019 → 01/2020
  Medix
  Houston, TX
• 01/2020 → 06/2021
  Houston Methodist Orthopedics
  Houston, TX
• 07/2021 → Present
  Fidelity Investments
  Westlake, TX
• 05/2021 → 06/2021
  Brewingz Ports Bar And Grill
  La Porte, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-10-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-09-30

Other Names

• Natalie Ann Richard