Nathan W. Day
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
ENUMCLAW, WA
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CRD#: 5438329
Professional summary
Nathan W Day, who also goes by Nathan Wendell Day, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Enumclaw, Washington and FIDELITY BROKERAGE SERVICES LLC located in Tukwila, Washington.
Nathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Nathan has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 9 exams.
Biography
As a Financial Consultant, I partner with my clients to create and implement a financial plan with the goal of building and maintaining their wealth with confidence.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nathan Wendell Day
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OAA#: 66114 | Org Name:Personal Video Log | Org Addr:Enumclaw, WA, US | Nature of Bus:YouTube channel documenting my farm | Invst Rel:N | Title:Owner/Creator | Duties:I will be filming and editing videos documenting my farm. | Start Dt:07/14/2020 | Total Hrs p/m:10 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Nathan W Day's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
Brigham Young University - Idaho
Bachelor of Science (BS) - Communication, Psychology, Business
2017
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 304 Strander Blvd, Tukwila, WA 98188-2939RIA
CRD#: 104555
ENUMCLAW, WA
Current
April 27, 2009 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 304 Strander Blvd., Tukwila, WA 98188BD
CRD#: 7784
Tukwila, WA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ENUMCLAW, WA
Past
September 12, 2011 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
TUKWILA, WA
Past
April 1, 2008 - February 13, 2009
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SALT LAKE CITY, UT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(4/28/2009)
RR
Arizona(1/7/2010)
RR
Arkansas(10/27/2022)
RR
California(1/5/2010)
RR
Colorado(8/16/2017)
RR
Florida(8/16/2017)
RR
Hawaii(1/4/2025)
RR
Idaho(4/29/2009)
RR
Kentucky(9/29/2023)
RR
Louisiana(1/7/2020)
RR
Maine(7/11/2022)
RR
Massachusetts(8/16/2017)
RR
Michigan(8/3/2016)
RR
Montana(1/5/2010)
RR
Nevada(6/25/2025)
RR
North Carolina(4/23/2020)
RR
Ohio(1/6/2020)
RR
Oregon(4/28/2009)
RR
Pennsylvania(5/12/2021)
RR
Texas(2/7/2013)
IAR
Texas(3/31/2025)
RR
Utah(4/29/2009)
RR
Washington(4/27/2009)
IAR
Washington(3/31/2025)
RR
Wisconsin(4/7/2020)
RR
Wyoming(1/5/2010)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Enumclaw, WATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
