Katherine M. Nash
STRATEGIC ADVISERS LLC | Financial Consultant, Phones
ARLINGTON, TX
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CRD#: 6816879
Professional summary
Katherine Maranda Nash, CFP®, who also goes by Katherine Maranda Nash, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Arlington, Texas and FIDELITY BROKERAGE SERVICES LLC located in Westlake, Texas.
Katherine is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Katherine has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I believe success belongs to both planners and doers, with an emphasis on the plan. A person that has a solid plan in place along with conviction will go far in life. As a Financial Consultant, my goal is to guide my clients and aide them, along with the people that they love, work toward all of their financial pursuits.
Question & Answer
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Katherine Maranda Nash
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-90553|OrgNmn:Texas Womens University|Org Addr:Denton,Texas,US|OBA Nature:University|Invst Rel:N|Title:Professor|Duties:Teaching|StrtDt:07-23-25|TotHrs/mon:6|TrdHrs/mon:3|
CRS (Client Relationship Summary) - RIA
Click below to view Katherine Maranda Nash'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
Texas Tech University
Master of Science (MS) - Financial Planning
2021
Mississippi State University
Bachelor of Business Administration - Finance
2017
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: One Destiny Way, Westlake, TX 76262RIA
CRD#: 104555
ARLINGTON, TX
Current
April 3, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: One Destiny Way, Westlake, TX 76262BD
CRD#: 7784
Westlake, TX
Past
April 5, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WESTLAKE, TX
Past
January 10, 2018 - January 31, 2019
EDWARD JONES
RIA
CRD#: 250
ARLINGTON, TX
Past
October 10, 2017 - January 31, 2019
EDWARD JONES
BD
CRD#: 250
ARLINGTON, TX
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
Alabama(4/23/2019)
RR
Alaska(4/23/2019)
RR
Arizona(4/23/2019)
RR
Arkansas(4/23/2019)
RR
California(4/23/2019)
RR
Colorado(4/23/2019)
RR
Connecticut(4/23/2019)
RR
Delaware(4/23/2019)
RR
District of Columbia(4/23/2019)
RR
Florida(4/23/2019)
RR
Georgia(4/23/2019)
RR
Hawaii(4/23/2019)
RR
Idaho(4/23/2019)
RR
Illinois(4/23/2019)
RR
Indiana(4/23/2019)
RR
Iowa(4/23/2019)
RR
Kansas(4/23/2019)
RR
Kentucky(4/23/2019)
RR
Louisiana(4/23/2019)
RR
Maine(4/23/2019)
RR
Maryland(4/23/2019)
RR
Massachusetts(4/23/2019)
RR
Michigan(4/23/2019)
RR
Minnesota(4/23/2019)
RR
Mississippi(4/23/2019)
RR
Missouri(4/23/2019)
RR
Montana(4/23/2019)
RR
Nebraska(4/23/2019)
RR
Nevada(4/23/2019)
RR
New Hampshire(4/23/2019)
RR
New Jersey(4/23/2019)
RR
New Mexico(4/23/2019)
RR
New York(4/23/2019)
RR
North Carolina(4/23/2019)
RR
North Dakota(4/23/2019)
RR
Ohio(4/23/2019)
RR
Oklahoma(4/23/2019)
RR
Oregon(4/23/2019)
RR
Pennsylvania(4/23/2019)
RR
Puerto Rico(4/23/2019)
RR
Rhode Island(4/23/2019)
RR
South Carolina(4/23/2019)
RR
South Dakota(4/23/2019)
RR
Tennessee(4/23/2019)
RR
Texas(4/3/2019)
IAR
Texas(3/31/2025)
RR
Utah(4/23/2019)
RR
Vermont(4/23/2019)
RR
Virgin Islands(12/6/2023)
RR
Virginia(4/23/2019)
RR
Washington(4/23/2019)
RR
West Virginia(4/23/2019)
RR
Wisconsin(4/23/2019)
RR
Wyoming(4/23/2019)
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial Consultant, PhonesCRD#: 104555Arlington, TXTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
