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Nathaniel Williams

Strategic Advisers LLC

Greenwood Village, CO

Bailey, CO

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Bailey, CO • 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
Fidelity Investments Greenwood Village CO 08/2022 Present
College Of Charleston Charleston SC 08/2020 05/2022
Aw Shucks Llc Charleston SC 10/2020 12/2021
Presbytery Of Santa Fe Albuquerque NM 08/2019 07/2020
Ab Poe & Co Farmers Exchange Rock Hill SC 03/2019 07/2019
Washington And Lee University Lexington VA 08/2017 03/2019
Rockbridge County Ymca Lexington VA 05/2018 07/2018
Ab Poe & Co Farmers Exchange Rock Hill SC 03/2015 07/2017
Northwestern High School Rock Hill SC 08/2013 05/2017
Scotch And Soda Charleston SC 09/2020 09/2020
Washington And Lee University Lexington VA 08/2017 03/2019
Fidelity Investments Boston MA 03/2025 Present
  • 08/2022 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 08/2020 → 05/2022
    College Of Charleston
    Charleston, SC
  • 10/2020 → 12/2021
    Aw Shucks Llc
    Charleston, SC
  • 08/2019 → 07/2020
    Presbytery Of Santa Fe
    Albuquerque, NM
  • 03/2019 → 07/2019
    Ab Poe & Co Farmers Exchange
    Rock Hill, SC
  • 08/2017 → 03/2019
    Washington And Lee University
    Lexington, VA
  • 05/2018 → 07/2018
    Rockbridge County Ymca
    Lexington, VA
  • 03/2015 → 07/2017
    Ab Poe & Co Farmers Exchange
    Rock Hill, SC
  • 08/2013 → 05/2017
    Northwestern High School
    Rock Hill, SC
  • 09/2020 → 09/2020
    Scotch And Soda
    Charleston, SC
  • 08/2017 → 03/2019
    Washington And Lee University
    Lexington, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-118846|OrgNmn:Williams Homestead|Org Addr:Bailey,Colorado,US|OBA Nature:I have chickens and I sell the|Invst Rel:N|Title:Homesteader|Duties:I need to feed my chickens and protect them from natural predators|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-26
  • S66 Uniform Combined State Law Examination
    2023-01-26
Other Names
  • Nathaniel James Williams
  • Nathaniel Willaims

View on SEC IAPD

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Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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