Nathaniel Speer
Investment adviser representative at Fisher Investments
15 yearsExperience
2 statesRegistered in
$386.7BFirm 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.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Fisher InvestmentsJun 2022 to now
- Level the Playing FieldSep 2021 to Dec 2021
- United RentalsMay 2021 to Jul 2021
- Carolina Pool ManagementMay 2019 to Aug 2019
- ChipotleNov 2018 to Feb 2019
- The University of North Carolina At Chapel HillAug 2018 to May 2022
- Grade SchoolAug 2011 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Fisher Investments
Legal name: Fisher Asset Management, LLC
$386.7BAssets managed
199,922Clients
2,984Advisers
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
- 7610475
- Firm CRD
- 107342