Nathaniel Nieri (CRD# 6431768) is an Investment Advisor Representative working at Modern Money Management LLC in San Diego, CA and has 1 year of experience in the finance industry. Nathaniel Nieri has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4903966
Western Wealth Management LLC
CRD# 5727391
Oneamerica Securities, Inc.
CRD# 3087085
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Modern Money Management | San Diego, CA | Oct 2020 - Current | 3 |
| Reilly Financial Advisors | La Mesa, CA | Oct 2010 - Current | 13 |
- CA
-
Total Assets Under Management22MILLIONS
-
Total Number of Accounts145ACCOUNTS
-
Average Account Value$154,118
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Security ratings or pricing services
CA
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