Nathan Hodson
Professional summary
Nathan Hodson, CFP®, who also goes by Nathan B Hodson, Nathan Burton Hodson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in San Jose, California and FIDELITY BROKERAGE SERVICES LLC located in Campbell, California.
Nathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Nathan has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 3, Series 9, Series 10, Series 24, Series 8 and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Hodson's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600February 27, 2017 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 851 East Hamilton Ave., Ste 100, Campbell, CA 95008July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
March 21, 2017 - July 13, 2018
STRATEGIC ADVISERS LLC
April 24, 2003 - October 4, 2016
FARMERS FINANCIAL SOLUTIONS, LLC
February 23, 1999 - April 16, 2003
METROPOLITAN LIFE INSURANCE COMPANY
February 23, 1999 - April 16, 2003
MSI FINANCIAL SERVICES, INC.
October 12, 1995 - September 9, 1998
FORD FINANCIAL SERVICES, INC.
February 16, 1988 - April 20, 1989
MORGAN STANLEY DW INC.
November 18, 1987 - February 18, 1988
FPI SECURITIES, INC.
November 21, 1986 - December 23, 1987
MAIN STREET SECURITIES, INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/27/2017)
(3/31/2025)
(1/7/2026)
(1/13/2026)
Exams
Series 8
Date: 8/9/1999
General Securities Sales Supervisor Examination (Options Module & General Module)FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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