Natan Simoes Massarioli

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

• 08/2018 → 12/2020
  Wake Technical Community College
  Raleigh, NC
• 01/2021 → 12/2022
  Appalachian State University
  Boone, NC
• 03/2022 → 12/2022
  First Citizens Bank
  Boone, NC
• 01/2021 → 07/2021
  Appalachian State University - Student Affairs
  Boone, NC
• 05/2021 → 12/2021
  Appalachian State University - Bookstore
  Boone, NC
• 07/2021 → 04/2022
  Appalachian State University - Athletics
  Boone, NC
• 08/2017 → 07/2018
  Unemployed
  Bebedouro
• 08/2016 → 08/2017
  Green Hope High School
  Cary, NC
• 01/2013 → 07/2017
  Colegio Convivio
  Bebedouro
• 01/2023 → Present
  Fidelity Investments
  Durham, NC
• 01/2018 → 07/2018
  N&C Comercial E Importadora
  Sao Paulo
• 01/2022 → 12/2022
  Reborn Nursery By Cm
  Boone, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-03-01 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Other Businesses

OBA-95382|OrgNmn:Reborn Nursery by CM|Org Addr:Wake Fores,North Caro,US|OBA Nature:Reborn doll supplies|Invst Rel:N|Title:Partner|Duties:Ocasionally ship products and manage the production|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2024-02-22
• S63 Uniform Securities Agent State Law Examination
  2023-05-10

Other Names

• Natan Simoes Massarioli
• Nate Simoes Massarioli
• Natan Simoesmassarioli