Nathanial L. Bays

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

• 04/2022 → Present
  Fidelity Investments
  Jacksonville, FL
• 06/2021 → 04/2022
  Augustyniak Insurance Group
  Jacksonville, FL
• 06/2020 → 05/2021
  Fullsource, Llc
  Jacksonville, FL
• 11/2018 → 01/2020
  Orangetheory Fitness
  Fleming Island, FL
• 07/2017 → 12/2018
  Rise N Grind Coffee
  Orange Park, FL
• 01/2020 → 06/2020
  Unemployed
  Middleburg, FL
• 06/2013 → 06/2017
  Ridgeview Highschool
  Orange Park, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-07-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2023-06-27
• S63 Uniform Securities Agent State Law Examination
  2022-09-07

Other Names

• Nathanial Lin Bays
• Nate Lin Bays
• Nathanial Bays