Nathan M. Paschel
STRATEGIC ADVISERS LLC | Vice President, Wealth Planner
PITTSBURGH, PA
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CRD#: 6193678
Professional summary
Nathan M. Paschel, CFP®, who also goes by Nathan Michael Paschel, Nathan Paschel, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Pittsburgh, Pennsylvania and FIDELITY BROKERAGE SERVICES LLC located in Pittsburgh, Pennsylvania.
Nathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Nathan has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
As a Certified Financial Planner, I work with high-net-worth families to provide organization, accountability, education, and a partnership around their financial goals. I help my clients by bringing a wealth of knowledge that includes in-depth understanding of financial markets as well as holistic financial planning.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Nathan Michael Paschel | Nathan Paschel
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Nathan M. Paschel'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®
CFP®
Start date: 2021
Education
Point Park University
Bachelor of Science (BS) - Business
2016
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1680 Washington Rd Ste H, Pittsburgh, PA 15241-1213RIA
CRD#: 104555
PITTSBURGH, PA
Current
April 16, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1680 Washington Rd.,ste H, Pittsburgh, PA 15241BD
CRD#: 7784
Pittsburgh, PA
Past
April 25, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
COLUMBUS, OH
Past
September 10, 2015 - June 19, 2017
TD AMERITRADE, INC.
RIA
CRD#: 7870
PITTSBURGH, PA
Past
September 10, 2015 - June 19, 2017
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
PITTSBURGH, PA
Past
July 13, 2015 - June 19, 2017
TD AMERITRADE, INC.
BD
CRD#: 7870
PITTSBURGH, PA
Past
October 13, 2014 - April 28, 2015
ADP BROKER-DEALER, INC.
BD
CRD#: 37693
ROSELAND, NJ
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(9/9/2022)
RR
California(10/15/2019)
RR
Colorado(4/23/2020)
RR
Connecticut(7/20/2020)
RR
District of Columbia(3/4/2022)
RR
Florida(7/12/2019)
RR
Georgia(10/9/2020)
RR
Illinois(4/23/2020)
RR
Indiana(2/12/2021)
RR
Kentucky(4/16/2019)
RR
Maryland(5/10/2021)
RR
Massachusetts(8/19/2022)
RR
Michigan(4/16/2019)
RR
Missouri(9/29/2023)
RR
New Hampshire(4/23/2020)
RR
New Jersey(5/10/2021)
RR
New Mexico(3/4/2022)
RR
New York(2/12/2021)
RR
North Carolina(4/23/2020)
RR
Ohio(4/16/2019)
RR
Pennsylvania(5/10/2021)
IAR
Pennsylvania(3/31/2025)
RR
South Carolina(3/4/2022)
RR
Texas(7/20/2020)
IAR
Texas(3/31/2025)
RR
Virginia(1/10/2020)
RR
West Virginia(5/10/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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, Wealth PlannerCRD#: 104555Pittsburgh, PATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
