Nathaniel W. Linford
STRATEGIC ADVISERS LLC | Financial Consultant
CONCORD, CA
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CRD#: 6361900
Professional summary
Nathaniel Wesley Linford, who also goes by Nathaniel Wesley Linford, Nathaniel Linford, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Concord, California and FIDELITY BROKERAGE SERVICES LLC located in Walnut Creek, California.
Nathaniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Nathaniel has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Fidelity's trusted brand, leading technology and cost efficient investment platforms attract many investors in all life stages. I engage with my clients to understand their individually unique lives and lifetime goals in order for us to create comprehensive financial plans to help keep them on track pursuing what matters most.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nathaniel Wesley Linford | Nathaniel Linford
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 Nathaniel Wesley Linford'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
University of California, Riverside
Bachelor of Business Administration - Accounting and Auditing
2016
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596RIA
CRD#: 104555
CONCORD, CA
Current
July 2, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596BD
CRD#: 7784
Walnut Creek, CA
Past
August 28, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WALNUT CREEK, CA
Past
March 23, 2018 - May 18, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
MENLO PARK, CA
Past
January 25, 2018 - May 18, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
MENLO PARK, CA
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(4/15/2021)
RR
California(7/2/2020)
IAR
California(3/31/2025)
RR
Colorado(9/29/2023)
RR
Florida(4/24/2023)
RR
Hawaii(6/24/2025)
RR
Iowa(2/22/2024)
RR
Kansas(2/5/2024)
RR
Kentucky(4/15/2021)
RR
Louisiana(11/1/2022)
RR
Maryland(3/25/2023)
RR
Massachusetts(3/25/2023)
RR
Michigan(2/7/2025)
RR
Nevada(2/9/2023)
RR
New Mexico(4/15/2021)
RR
New York(4/15/2021)
RR
North Carolina(4/15/2021)
RR
Oregon(4/15/2021)
RR
Pennsylvania(1/23/2024)
RR
Tennessee(7/21/2023)
RR
Texas(7/2/2020)
IAR
Texas(3/31/2025)
RR
Utah(7/2/2020)
RR
Virginia(8/29/2023)
RR
Washington(7/3/2024)
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#: 104555Concord, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
