Natalie Payne

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

• 02/2014 → 12/2017
  Haralson County School System
  Tallapoosa, GA
• 12/2017 → 08/2018
  Wm Grocery
  Heflin, AL
• 02/2021 → 03/2021
  The Park At Athens: Lakeside
  Athens, GA
• 07/2020 → 02/2024
  4E Barns And Sheds
  Buchanan, GA
• 08/2022 → 11/2023
  Doughby'S Pizza And More
  Watkinsville, GA
• 02/2024 → Present
  Fidelity Investments
  Atlanta, GA
• 08/2018 → 01/2019
  Haralson County High School
  Tallapoosa, GA
• 03/2021 → 05/2021
  Cheddars Scratch Kitchen
  Athens, GA
• 05/2019 → 05/2019
  Chick Fil A
  Oxford, AL
• 11/2019 → 07/2022
  Mama-N-Ems Southern Kitchen And Steakhouse
  Tallapoosa, GA
• 01/2019 → 12/2019
  Tallapoosa Primary School
  Tallapoosa, GA
• 03/2021 → 05/2021
  Cheddars Scratch Kitchen
  Athens, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-08-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Tallapoosa, GA
  Atlanta, GA

Other Businesses

OBA-106962|OrgNmn:4E Barns and Sheds |Org Addr:Buchanan,Georgia,US|OBA Nature:Delivers Buildings, Builds Per|Invst Rel:N|Title:Independent Contractor|Duties:I obtain truck permits for hauling and travel, and I create customer invoices for structures built. |StrtDt:07-01-20|TotHrs/mon:10|TrdHrs/mon:0|OBA-125848|OrgNmn:Roddy LLC. |Org Addr:Atlanta ,Georgia,US|OBA Nature:Real Estate|Invst Rel:N|Title:Employee|Duties:Bookkeeping |StrtDt:01-05-26|TotHrs/mon:48|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2024-07-31