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Natalie Richard

Strategic Advisers LLC

Fort Worth, TX

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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

Fort Worth, 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
Brewingz Sports Bar And Grill La Porte TX 09/2014 06/2019
Di Central Webster TX 01/2017 02/2017
Nelson Chiropractic Deer Park TX 03/2017 06/2017
Houston Cardiovascular Associates Houston TX 01/2019 03/2019
H-E-B Beaumont TX 07/2019 08/2019
Medix Houston TX 09/2019 01/2020
Houston Methodist Orthopedics Houston TX 01/2020 06/2021
Fidelity Investments Westlake TX 07/2021 Present
Brewingz Ports Bar And Grill La Porte TX 05/2021 06/2021
Fidelity Investments Boston MA 03/2025 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-30
  • S66 Uniform Combined State Law Examination
    2022-09-30
Other Names
  • Natalie Ann Richard

View on SEC IAPD

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J.P. MORGAN SECURITIES LLC
GOOD LIFE PRIVATE WEALTH, LLC
SELADOR CAPITAL MANAGEMENT, LP
INDEPENDENCE SQUARE HOLDINGS, LLC
EAGLE STRATEGIES LLC

Other Investors

MICHAEL PETER BRUNN
Joseph D'Agostino
RYAN HOLLOWAY COX
LEONARD DEWAYNE HALL
Justin Owen Hall
DANIEL B GEEHAN
Ambyr Dnae Capps
Allen Harris

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX
M2G VENTURES LLC · FORT WORTH, TX
ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX
J.P. MORGAN SECURITIES LLC · FT. WORTH, TX
GOOD LIFE PRIVATE WEALTH, LLC · FORT WORTH, TX
SELADOR CAPITAL MANAGEMENT, LP · FT. WORTH, TX
INDEPENDENCE SQUARE HOLDINGS, LLC · Fort Worth, TX
EAGLE STRATEGIES LLC · FORT WORTH, TX

More in Fort Worth, TX

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