Nathaniel Fisher (CRD# 6683749) is an Investment Advisor Representative working at Cwm, LLC in Chester, VT and has over 7 years of experience in the finance industry.
CRD# 2285905
Archer Investment Corporation
CRD# 1579811
Ubs Financial Services Inc.
CRD# 5295717
Flagship Harbor Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwm, LLC | Omaha, NE | Jan 2024 - Current | < 1 |
| Carson Wealth - Fisher Financial Advisors | Hanover, NH | Jan 2024 - Current | < 1 |
| Fisher Financial Advisors LLC | Hanover, NH | Sep 2017 - Current | 6 |
| Brendel & Fisher Financial Advisors | Hanover, NH | Jun 2016 - Sep 2017 | 1 |
| Proctor Academy | Andover, NH | Jul 2014 - Mar 2017 | 2 |
| Waterville Valley Academy | Waterville, NH | Oct 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
- NH
- VT
-
Total Assets Under Management26,774MILLIONS
-
Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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