Nathan Walsh
Investment adviser representative at Charles Schwab & Co., Inc.
23 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
23 years in the industry.
- Charles Schwab & Co., Inc.Nov 2021 to now
- Charles Schwab Bank, SsbNov 2021 to now
- Nylife Securities LLCJun 2021 to Oct 2021
- New York Life Insurance CompanyNov 2020 to Oct 2021
- UnemployedJun 2020 to Oct 2020
- Cbf Electric & DataJun 2018 to Aug 2018
- University of ArizonaJul 2016 to May 2020
- UnemployedFeb 1998 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7310996
- Firm CRD
- 5393