Natasha Botis

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

• 01/2022 → 03/2022
  Rubin Pomerleau
  Boston, MA
• 10/2021 → 12/2021
  Thinking Cup
  Boston, MA
• 06/2019 → 11/2019
  Sole Amour
  Winchester, MA
• 05/2019 → 08/2019
  A Tavola
  Winchester, MA
• 05/2017 → 08/2017
  Ensemble
  Boston, MA
• 01/2016 → 01/2017
  Kids Footstop
  Winchester, MA
• 03/2002 → 09/2022
  Unemployed
  Winchester, MA
• 12/2019 → 10/2021
  Unemployed
  Winchester, MA
• 09/2017 → 04/2019
  Unemployed
  Winchester, MA
• 10/2022 → Present
  Fidelity Investments
  Cambridge, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-08-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Winchester, MA
  Cambridge, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-02
• S63 Uniform Securities Agent State Law Examination
  2023-02-17

Other Names

• Natasha Botis.
• Natasha Botis