Nathan R Mateo

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

• 11/2017 → 06/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Los Angeles, CA
• 08/2017 → 11/2017
  Eastridge Workforce Solutions
  Newport Beach, CA
• 01/2016 → 12/2016
  Unemployed - Student
  Santa Ana, CA
• 01/2017 → 04/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newport Beach, CA
• 05/2017 → 07/2017
  Unemployed - Student
  Santa Ana, CA
• 01/2023 → Present
  Fidelity Investments
  San Francisco, CA
• 06/2022 → 01/2023
  Unemployed
  Santa Ana, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-01-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  San Francisco, CA
• 2018-10-15 → 2022-06-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newport Beach, CA
  Beverly Hills, CA
  El Segundo, CA

Exams

• S66 Uniform Combined State Law Examination
  2018-10-12

Designations

• Certified Financial Planner

Other Names

• Nathan Mateo
• Nathan Regalado Mateo