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Natalie Helen Chotiner

Natalie H. Chotiner

STRATEGIC ADVISERS LLC | Planning Consultant
GREENVILLE, SC
Some features on this profile are disabled
CRD#: 6907137
Natalie Helen Chotiner

Professional summary

Natalie Helen Chotiner, who also goes by Natalie Helen Chotiner, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Greenville, South Carolina and FIDELITY BROKERAGE SERVICES LLC located in Greenville, South Carolina.

Natalie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Natalie has worked at 8 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 10 and Series 9 exams.

Biography

As a Planning Consultant my goal is to provide clients with personalized planning assistance. Working with Fidelity provides clients access to our trusted brand, our technology resources and the ability to work closely with our team.
top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Natalie Helen Chotiner

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.
FAS-State Employees' Credit Union. Investment related business. Nature: financial services. OSJ office address: Raleigh, NC. Title: Financial Advisory Services Specialist. Start date 01/2024. Duties: provide financial services to eligible members and provide opportunities for members to improve their economic and social condition. SECU Life Insurance Company. Investment related business. Address: Raleigh, NC. Nature: life insurance. Title: Agent. Start date: 01/2024. Duties and time (some during securities trading hours) as required in conjunction with position at State Employees' Credit Union.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Natalie Helen Chotiner's CRS (Customer Relationship Summary).
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®
None

Education

Western Carolina University

Master of Business Administration (MBA) - Public Policy

2019

George Washington University

Bachelor of Arts (BA) - Political Science

2013

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
GREENVILLE, SC
Current

October 24, 2024 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 210 South Main St., Greenville, SC 29601
BD
CRD#: 7784
Greenville, SC
Past

October 28, 2024 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
GREER, SC
Past

May 1, 2024 - October 15, 2024

EMPOWER ADVISORY GROUP, LLC

RIA
CRD#: 112058
Asheville, NC
Past

May 1, 2024 - October 15, 2024

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past

January 17, 2024 - April 15, 2024

CREDIT UNION INVESTMENT SERVICES

RIA
CRD#: 144871
Clyde, NC
Past

January 17, 2024 - April 15, 2024

SECU BROKERAGE SERVICES

BD
CRD#: 19899
CLYDE, NC
Past

September 27, 2021 - February 1, 2024

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
GREENVILLE, SC
Past

August 9, 2021 - January 30, 2024

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
GREENVILLE, SC
Past

April 2, 2018 - May 10, 2021

WELLS FINANCIAL MANAGEMENT, LLC

RIA
CRD#: 158030
ASHEVILLE, NC

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
(10/13/2025)
RR
California
(7/16/2025)
RR
Delaware
(6/2/2025)
RR
Florida
(10/24/2024)
RR
Georgia
(10/24/2024)
RR
Kansas
(10/23/2025)
RR
Maryland
(2/6/2025)
RR
Massachusetts
(10/23/2025)
RR
New York
(4/15/2025)
RR
North Carolina
(10/24/2024)
RR
Ohio
(6/17/2025)
RR
South Carolina
(10/24/2024)
IAR
South Carolina
(3/31/2025)
RR
Tennessee
(10/24/2024)
RR
Texas
(1/4/2025)
IAR
Texas
(3/31/2025)
RR
Virgin Islands
(5/15/2025)
RR
Virginia
(10/23/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 9/7/2021
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 4/2/2018
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/9/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/2/2021
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 10
Date: 6/24/2022
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 4/1/2022
General Securities Sales Supervisor - Options Module Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

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

Planning ConsultantCRD#: 104555Greenville, SC

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