Natividad A. Golubski
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Natividad Antonia Golubski, who also goes by Natividad Antonia Betz, Natividad Antonia Camilo, Natividad Antonia Carrasquillo, Naty Golubski, Natividad Antonia Golubski, Natividad Golubski, was a registered financial professional .
Natividad is a previously registered financial professional and started their career in finance in 2012. Natividad had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 31, 2025 - July 6, 2026
STRATEGIC ADVISERS LLC
January 13, 2025 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
January 6, 2025 - July 6, 2026
FIDELITY BROKERAGE SERVICES LLC
September 9, 2022 - November 1, 2024
NAVY FEDERAL INVESTMENT SERVICES, LLC
September 9, 2022 - November 1, 2024
NAVY FEDERAL INVESTMENT SERVICES, LLC
May 5, 2017 - June 3, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 2, 2017 - June 3, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 14, 2016 - February 10, 2017
CUSO FINANCIAL SERVICES, L.P.
July 5, 2016 - February 10, 2017
CUSO FINANCIAL SERVICES, L.P.
October 1, 2014 - October 9, 2015
WADDELL & REED
September 26, 2014 - October 9, 2015
WADDELL & REED
September 21, 2012 - January 28, 2014
FIRST COMMAND BROKERAGE SERVICES, INC.
August 17, 2012 - January 28, 2014
FIRST COMMAND BROKERAGE SERVICES, 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
Exams
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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