Merrill
46yrs
Top advisor by experience in Manchester
5yrs
Nathan Potvin
Financial advisor at Strategic Advisers
Nathan Potvin is a fiduciary financial advisor in Manchester, New Hampshire, with 5 years in the industry. Nathan joined Strategic Advisers in 2025, after two years at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 281 advisors with offices in Manchester, and one of 265 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
OfficeManchester, NH
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2023 – 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Nathan
(617) 563-7000Firm headquarters in Boston, MA. Ask for Nathan. Manchester, NHOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Nathan
Tailored to Nathan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Nathan
How do I contact Nathan?
Call Strategic Advisers at (617) 563-7000 and ask for Nathan Potvin. Nathan works from the Manchester, NH office.
How long has Nathan been a financial advisor?
Nathan has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Nathan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Nathan a fiduciary?
Nathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nathan paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Nathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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