Nathan Lee Gelbach

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

• 06/2021 → 08/2021
  Fidelity Investments
  Durham, NC
• 10/2020 → 01/2021
  Fidelity Investments
  Albuquerque, NM
• 02/2015 → 07/2017
  Mill Valley Community Center
  Mill Valley, CA
• 09/2010 → 12/2021
  Full Time Student
  San Luis Obispo, CA
• 03/2022 → Present
  Fidelity Investments
  Lone Tree, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-11-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2022-10-17
• S63 Uniform Securities Agent State Law Examination
  2022-08-17

Other Names

• Nathan Lee Gelbach
• Nathan Gelbach