William Nathan Fierston
Investment adviser representative at Fierston Financial Group Inc
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Fierston Financial Group, Inc.Dec 2021 to now
- Charles Schwab & Co., Inc.Sep 2018 to Dec 2021
- UnemployedMay 2018 to Sep 2018
- Aspen Skiing CompanyOct 2017 to May 2018
- Wilderness AdventureJun 2017 to Oct 2017
- Salisbury SchoolJun 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CT).
Fierston Financial Group Inc
$1BAssets managed
315Clients
6Advisers
37 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
- 7024251
- Firm CRD
- 105003