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Nathaniel L. Garcia

Strategic Advisers LLC

San Jose, CA

San Jose, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-08
TX RA APPROVED 2025-08-08
  • CA RA
    APPROVED
    Since 2025-08-08
  • TX RA
    APPROVED
    Since 2025-08-08

Branch Locations

4160 N First St, San Jose, CA 95134-1513 • United States

San Jose, CA • 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 Westlake TX 01/2023 Present
Fidelity National Financial Inc. Denver CO 07/2021 11/2022
Vendor Pass Denver CO 08/2020 07/2021
Regions Bank Justin TX 01/2023 01/2023
Chipotle Mexican Grill Denver CO 11/2017 08/2019
Chipotle Mexican Grill Lakewood CO 08/2019 10/2020
Hei Civil Castle Rock CO 05/2018 08/2018
Hei Civil Castle Rock CO 05/2019 08/2019
Hei Civil Castle Rock CO 05/2020 08/2020
John F Kennedy High School Denver CO 12/2013 05/2018
Master Craft Millwork Inc. Denver CO 01/2018 02/2018
  • 01/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 07/2021 → 11/2022
    Fidelity National Financial Inc.
    Denver, CO
  • 08/2020 → 07/2021
    Vendor Pass
    Denver, CO
  • 01/2023 → 01/2023
    Regions Bank
    Justin, TX
  • 11/2017 → 08/2019
    Chipotle Mexican Grill
    Denver, CO
  • 08/2019 → 10/2020
    Chipotle Mexican Grill
    Lakewood, CO
  • 05/2018 → 08/2018
    Hei Civil
    Castle Rock, CO
  • 05/2019 → 08/2019
    Hei Civil
    Castle Rock, CO
  • 05/2020 → 08/2020
    Hei Civil
    Castle Rock, CO
  • 12/2013 → 05/2018
    John F Kennedy High School
    Denver, CO
  • 01/2018 → 02/2018
    Master Craft Millwork Inc.
    Denver, CO
Other Businesses

OBA-127499|OrgNmn:Nathaniel Garcia|Org Addr:Denver,Colorado,US|OBA Nature:Flipping homes with my father,|Invst Rel:Y|Title:Partner|Duties:Providing funding for purchasing properties|StrtDt:02-23-26|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-04
S63 Uniform Securities Agent State Law Examination 2023-06-12
  • S66 Uniform Combined State Law Examination
    2025-08-04
  • S63 Uniform Securities Agent State Law Examination
    2023-06-12
Other Names
  • Nathaniel Lee Garcia
  • Nathaniel Garcia

View on SEC IAPD

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EQUITABLE ADVISORS, LLC
ROLO VENTURES MANAGEMENT LLC
TIGER & BULLDOG MANAGEMENT, LLC
HICKOK ADVISORY, LLC

Other Investors

Ryan Leiby
Adrian Baker
Bianca N. Cross
Jonathan A Stoft
BAO DINH
Luke Maura
BEN Wolff KRUGMAN
DANIEL ROY OWENS

Other Offices

J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
PFG ADVISORS · San Jose, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN JOSE, CA
WELLS FARGO CLEARING SERVICES, LLC · SAN JOSE, CA
J.P. MORGAN SECURITIES LLC · SAN JOSE, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN JOSE, CA
EQUITABLE ADVISORS, LLC · CAMPBELL, CA
ROLO VENTURES MANAGEMENT LLC · SAN JOSE, CA

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