Nathan Benjamin Shaver
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
Are you Nathan Benjamin Shaver? Claim your profile
Contact this firm
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
11 years in the industry.
- Charles Schwab Bank, SsbAug 2025 to now
- Charles Schwab & Co., Inc.Jan 2024 to now
- MagnitJan 2023 to Jun 2023
- GcuOct 2021 to Dec 2023
- Full-time EducationAug 2020 to Dec 2023
- UpsMay 2020 to Jul 2022
- Chick Fil ANov 2017 to Aug 2020
- Full-time EducationAug 2015 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7741360
- Firm CRD
- 5393