Nathaniel Viberg
Investment adviser representative at Charles Schwab & Co., Inc.
10 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
10 years in the industry.
- Charles Schwab & Co., Inc.Oct 2025 to now
- Charles Schwab Bank, SsbOct 2025 to now
- Bank of America, N.A.Sep 2024 to Oct 2025
- Merrill Lynch, Pierce, Fenner & Smith, IncAug 2024 to Oct 2025
- Fidelity InvestmentsFeb 2024 to Jun 2024
- J.P. Morgan Securities LLCMay 2022 to Feb 2024
- JPMorgan Chase Bank, N.A.May 2022 to Feb 2024
- E*trade Securities Llc/ E*trade Morgan StanleyOct 2021 to May 2022
- Mcgrath Honda of St. CharlesJun 2021 to Aug 2021
- UnemployedOct 2020 to May 2021
- Gardner Synergy LogisticsMay 2020 to Dec 2020
- UnemployedSep 2019 to May 2020
- Laz ParkingMay 2019 to Aug 2019
- Full Time EducationJan 2019 to Aug 2021
- Ultimate ParkingApr 2018 to Aug 2019
- ChipotleMar 2018 to Apr 2018
- University of Massachusetts BostonSep 2017 to Dec 2018
- UnemployedSep 2016 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7443751
- Firm CRD
- 5393