Nathan SmithCRD 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 3 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
|Charles Schwab & Company, Inc.||Richfield, OH||Nov 2012 - Current||5|
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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