Nathan P. Hepworth
STRATEGIC ADVISERS LLC | VP, Branch Leader
EDGEWATER, MD
Some features on this profile are disabled
CRD#: 6291639
Professional summary
Nathan Perry Hepworth, CFP®, who also goes by Perry Hepworth, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Edgewater, Maryland and FIDELITY BROKERAGE SERVICES LLC located in Annapolis, Maryland.
Nathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Nathan has worked at 3 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Biography
As the branch leader and manager my focus is threefold. First and foremost, I lead, hire, and coach a team of client obsessed professionals dedicated to delivering on our client commitments. Next, I foster a diverse and inclusive culture that is worthy of our associates' best efforts. And finally, as a team we all strive to create an extraordinary customer experience that ensures we are becoming our client's primary trusted advisor.
Question & Answer
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Perry Hepworth
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-10918|OrgNmn:Riders Share|Org Addr:Bethesda,Maryland,US|OBA Nature:web based service - think Air |Invst Rel:N|Title:Riders-Share.com|Duties:accept or reject interested renters of my Harley|StrtDt:09-11-2018|TotHrs/mon:1|TrdHrs/mon:0|OBA-66233|OrgNmn:Member of City Financial Advisory Commission|Org Addr:Annapolis,Maryland,US|OBA Nature:Nominated, non compensated boa|Invst Rel:N|Title:Member of the FAC of the City Ann|Duties:To advise the mayor and aldermen/alderwomen on financial issues. These issues shall include, but not be limited to, the review of collective b|StrtDt:02-03-2022|TotHrs/mon:5|TrdHrs/mon:5|
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Perry Hepworth'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: 2017
Education
University of Maryland
Master of Business Administration (MBA) - Leadership
2012
University of Wisconsin
Bachelor of Economics - Economics
2003
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1901 Towne Centre Boulevard, Annapolis, MD 21401RIA
CRD#: 104555
EDGEWATER, MD
Current
June 9, 2014 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1901 Towne Centre Boulevard, Annapolis, MD 21401BD
CRD#: 7784
Annapolis, MD
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ANNAPOLIS, MD
Past
August 27, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BETHESDA, MD
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
California(10/6/2025)
RR
Delaware(10/6/2025)
RR
District of Columbia(10/6/2025)
RR
Florida(10/6/2025)
RR
Maryland(8/21/2015)
IAR
Maryland(3/31/2025)
RR
Massachusetts(9/22/2015)
RR
Minnesota(10/6/2025)
RR
Pennsylvania(10/6/2025)
RR
Texas(9/22/2015)
IAR
Texas(3/31/2025)
RR
Utah(8/21/2015)
RR
Virginia(10/6/2025)
RR
Washington(10/6/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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.
