Nathan Matthew Faiola

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

• 04/2016 → 12/2018
  Cinemark
  Layton, UT
• 11/2020 → 12/2020
  Ups
  Syracuse, UT
• 04/2020 → 11/2020
  American Meadows
  Clinton, UT
• 09/2018 → 04/2022
  Weber State University
  Ogden, UT
• 12/2018 → 04/2020
  Unemployed
  Layton, UT
• 12/2020 → 12/2022
  Unemployed
  Layton, UT
• 12/2022 → Present
  Fidelity Investments
  American Fork, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-01-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2024-01-05
• S63 Uniform Securities Agent State Law Examination
  2023-04-04

Other Names

• Nathan Matthew Faiola
• Nathan Faiola