Nathaniel J. Kahn

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

• 05/2022 → 08/2022
  Unemployed
  Kissimmee, FL
• 10/2012 → Present
  Army National Guard
  Saint Augustine, FL
• 08/2022 → 10/2025
  Charles Schwab
  Orlando, FL
• 06/2013 → 04/2022
  First National Bank Of Omaha
  Omaha, NE
• 10/2025 → 01/2026
  Unemployed
  Maitland, FL
• 01/2026 → Present
  Fidelity Investments
  Tallahassee, FL

Previous Registrations

• 2025-01-02 → 2025-11-12
  Charles Schwab & Co., Inc.
  Orlando, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-12-27
• S63 Uniform Securities Agent State Law Examination
  2022-12-30

Other Names

• Nathan J. Kahn
• Nathaniel Jacob Kahn