Nathan J. Gaherty
Investment adviser representative at Schwab Wealth Advisory, Inc.
17 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Schwab Wealth Advisory, Inc.Jul 2025 to now
- Charles Schwab & Co., Inc,Jul 2025 to now
- Fidelity InvestmentsJan 2024 to Jul 2025
- TD Ameritrade Inc.Jun 2023 to Dec 2023
- Charles Schwab & Co., IncApr 2023 to Jan 2024
- Charles Schwab Bank SsbApr 2023 to Jan 2024
- Edward JonesDec 2022 to Apr 2023
- UnemployedNov 2022 to Dec 2022
- The Mather Group, LLCJan 2022 to Nov 2022
- Charles Schwab BankAug 2016 to Jan 2022
- Charles SchwabNov 2008 to Jan 2022
- Charles Schwab & Co., Inc.Nov 2008 to Jan 2022
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (MN).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5011789
- Firm CRD
- 159035