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Nathan Ross Utley

Strategic Advisers LLC

Irving, TX

Dallas, 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

6731 N Macarthur Blvd Ste 100, Irving, TX 75039-2403 • United States

Dallas, TX • 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
Axa Advisors, Llc New York NY 05/2017 06/2017
Southern Illinois University Of Edwarsville Edwardsville IL 08/2013 05/2017
Citizens National Bank Of Albion Albion IL 07/2017 08/2020
Fidelity Investments Westlake TX 09/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2017 → 06/2017
    Axa Advisors, Llc
    New York, NY
  • 08/2013 → 05/2017
    Southern Illinois University Of Edwarsville
    Edwardsville, IL
  • 07/2017 → 08/2020
    Citizens National Bank Of Albion
    Albion, IL
  • 09/2020 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-01-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-12
  • S66 Uniform Combined State Law Examination
    2021-01-12
Other Names
  • Nathan Utley
  • Nate Ross Utley

View on SEC IAPD

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Other Investors

JAY DEE COURTNEY
MARK ANTHONY MILLER
GENE STEVEN GURLEY
HARRISON TATE BENEDICT
Andres I Polanco
Benjamin Hopper
Michael P Seibert
Justin Montanari

Other Offices

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · IRVING, TX
GIBRALTAR CAPITAL MANAGEMENT, INC. · IRVING, TX
EDWARD JONES · IRVING, TX
EDWARD JONES · IRVING, TX
J.P. MORGAN SECURITIES LLC · IRVING, TX
U.S. BANCORP ADVISORS, LLC · Irving, TX
LPL FINANCIAL LLC · IRVING, TX
KESTRA ADVISORY SERVICES, LLC · IRVING, TX

More in Irving, TX

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