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Katherine Nash

Strategic Advisers LLC

Westlake, TX

Arlington, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Arlington, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 06/2017 02/2019
Neighborhood Credit Union Arlington TX 05/2014 01/2017
Mississippi State University Mississippi State MS 08/2015 05/2017
Fidelity Brokerage Services Llc Westlake TX 03/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 02/2019
    Edward Jones
    St Louis, MO
  • 05/2014 → 01/2017
    Neighborhood Credit Union
    Arlington, TX
  • 08/2015 → 05/2017
    Mississippi State University
    Mississippi State, MS
  • 03/2019 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-04-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2018-01-10 → 2019-01-31
    Edward Jones
    Fort Worth, TX
    Arlington, TX
    St Louis, MO
    Tempe, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-06
  • S66 Uniform Combined State Law Examination
    2018-01-06
Other Names
  • Katherine Nash
  • Katherine Maranda Nash

View on SEC IAPD

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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

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