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Nathaniel L. Roberts

Strategic Advisers LLC

Raleigh, NC

Durham, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Raleigh, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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
Bank Of America Raleigh NC 11/2021 07/2023
State Employees Credit Union Raleigh NC 10/2020 11/2021
Unemployed Raleigh NC 07/2020 10/2020
1 In 6 Snacks Raleigh NC 05/2019 08/2019
North Carolina General Assembly Raleigh NC 12/2017 12/2018
The Chelsea Restuarant New Bern NC 05/2014 12/2017
Fidelity Investments Raleigh NC 07/2023 Present
Nc State University Raleigh NC 08/2016 07/2020
Fidelity Investments Boston MA 03/2025 Present
  • 11/2021 → 07/2023
    Bank Of America
    Raleigh, NC
  • 10/2020 → 11/2021
    State Employees Credit Union
    Raleigh, NC
  • 07/2020 → 10/2020
    Unemployed
    Raleigh, NC
  • 05/2019 → 08/2019
    1 In 6 Snacks
    Raleigh, NC
  • 12/2017 → 12/2018
    North Carolina General Assembly
    Raleigh, NC
  • 05/2014 → 12/2017
    The Chelsea Restuarant
    New Bern, NC
  • 07/2023 → Present
    Fidelity Investments
    Raleigh, NC
  • 08/2016 → 07/2020
    Nc State University
    Raleigh, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Raleigh, NC
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-03
S63 Uniform Securities Agent State Law Examination 2023-10-18
  • S66 Uniform Combined State Law Examination
    2025-03-03
  • S63 Uniform Securities Agent State Law Examination
    2023-10-18
Other Names
  • Nathaniel Roberts

View on SEC IAPD

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