Nathan Rogers
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.Mar 2023 to now
- Fresh Door PropertiesApr 2021 to Mar 2023
- UnemployedFeb 2021 to Apr 2021
- Life Time FitnessOct 2020 to Feb 2021
- UnemployedAug 2020 to Oct 2020
- Provision Health & FitnessMar 2019 to Aug 2020
- Magnolia Park CemeteryJun 2018 to Aug 2018
- Full-time EducationAug 2017 to May 2020
- UnemployedMay 2017 to Aug 2017
- Full-time EducationAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7705067
- Firm CRD
- 5393