Natani Drati
Investment adviser representative at Schwab Wealth Advisory, Inc.
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$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
12 years in the industry.
- Schwab Wealth Advisory, Inc.Jun 2026 to now
- Charles Schwab & Co, IncJun 2026 to now
- Northwestern Mutual Investment Services LLCApr 2026 to Jun 2026
- Rick HuApr 2026 to Jun 2026
- JP MorganJul 2024 to Mar 2026
- Northwestern Mutual Investment Services LLCDec 2023 to Jun 2024
- Northwestern Mutual Life Insurance CompanyMar 2023 to Jun 2024
- InstacartOct 2021 to Jun 2024
- Full Time EducationAug 2014 to Mar 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
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
- 7701707
- Firm CRD
- 159035