Nathan Isaac Schmid
Investment adviser representative at UBS Financial Services Inc.
11 yearsExperience
2 statesRegistered in
$915.8BFirm assets
55 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 assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- UBS Financial Services Inc.Oct 2025 to now
- Northwestern MutualJan 2025 to Apr 2025
- Alamo DrafthouseJul 2024 to Jan 2025
- H-e-bMay 2020 to Sep 2025
- UnemployedMar 2020 to May 2020
- Frozen Rolls CreameryJan 2020 to Mar 2020
- Envoy Air Inc.Sep 2019 to Dec 2019
- VistamarkJun 2019 to Sep 2019
- Sky RanchMar 2018 to May 2019
- Full-time EducationJan 2015 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 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
- 8022816
- Firm CRD
- 8174