Nathan Smith, financial advisor Richfield OH
89 score

Nathan Smith

CRD Number: 6137866
Current Firm: Charles Schwab & Company, Inc.

Nathan Smith (CRD# 6137866) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Richfield, OH Nov 2012 - Current 4
Discount Fence Supply Streetsboro, OH Feb 2012 - Nov 2012 < 1
Family & Community Services Kent, OH Feb 2011 - Feb 2012 1
Safe Landing Youth Shelter Akron, OH Apr 2009 - Feb 2011 1
First Glance Student Center Akron, OH Aug 2008 - Aug 2009 1
Alexander Water Company Cuyahoga Falls, OH Sep 2004 - Apr 2009 4
Infocision Akron, OH May 2007 - Feb 2008 < 1
Camp Carl Ravenna, OH Apr 2003 - Aug 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Nathan T. Smith
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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