Nathaniel D. Snider
STRATEGIC ADVISERS LLC | Financial Consultant
MOSELEY, VA
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CRD#: 6310834
Professional summary
Nathaniel D. Snider, CFP®, who also goes by Nathaniel David Snider, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Moseley, Virginia and FIDELITY BROKERAGE SERVICES LLC located in Midlothian, Virginia.
Nathaniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Nathaniel has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.
Biography
As a Certified Financial Planner, I help my clients and their families to grow and protect their wealth and income, make sound investment decisions, and simplify their financial lives.
Question & Answer
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Nathaniel David Snider
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.
OBA-101619|OrgNmn:St Joseph Catholic Church Finance Council|Org Addr:Richmond ,Virginia,US|OBA Nature:educate on options for Church'|Invst Rel:N|Title:Finance Council Member|Duties:advise Church on upcoming projects and budgeting for operations/expenses |StrtDt:09-12-23|TotHrs/mon:1|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Nathaniel D. Snider'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: 2018
Education
George Mason University
Bachelor of Arts (BA) - Government and International Politics
2011
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 15521 Midlothian Tpke, Midlothian, VA 23113RIA
CRD#: 104555
MOSELEY, VA
Current
November 13, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 15521 Midlothian Tpke Suite 101, Midlothian, VA 23113BD
CRD#: 7784
MIDLOTHIAN, VA
Past
December 10, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MIDLOTHIAN, VA
Past
June 3, 2019 - October 30, 2019
MISSIONSQUARE RETIREMENT
RIA
CRD#: 108783
NORTH CHESTERFIELD, VA
Past
June 3, 2019 - October 30, 2019
MISSIONSQUARE INVESTMENT SERVICES
BD
CRD#: 23189
Richmond, VA
Past
April 15, 2014 - May 13, 2019
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
GLEN ALLEN, VA
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
Arizona(11/22/2023)
RR
California(8/13/2021)
RR
Florida(3/12/2021)
RR
Illinois(3/12/2021)
RR
Iowa(1/6/2023)
RR
Louisiana(5/3/2024)
RR
Maine(8/26/2022)
RR
Maryland(1/11/2022)
RR
Massachusetts(9/15/2025)
RR
Nevada(9/27/2021)
RR
New Hampshire(6/23/2023)
RR
New Jersey(7/26/2021)
RR
New York(7/26/2021)
RR
North Carolina(3/6/2020)
RR
Ohio(7/2/2025)
RR
Pennsylvania(10/10/2023)
RR
Rhode Island(9/15/2025)
RR
South Carolina(7/8/2022)
RR
Tennessee(8/23/2022)
RR
Texas(1/5/2024)
IAR
Texas(3/31/2025)
RR
Virginia(11/13/2019)
IAR
Virginia(3/31/2025)
RR
Washington(8/17/2021)
RR
West Virginia(10/14/2020)
Exams
State Security Law 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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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Moseley, VATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
