Nathaniel Stephen Nieri

Current Employers

Modern Money Management Llc

San Diego, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2020-11-10

CA RA
APPROVED

Since 2020-11-10

Branch Locations

San Diego, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Reilly Financial Advisors	La Mesa	CA	10/2010	Present
Modern Money Management	San Diego	CA	10/2020	Present

10/2010 → Present

Reilly Financial Advisors

La Mesa, CA
10/2020 → Present

Modern Money Management

San Diego, CA

Previous Registrations

2014-12-17 → 2021-01-27

Reilly Financial Advisors

La Mesa, CA

Other Businesses

Nathaniel Nieri is currently performing financial planning consulting services for Reilly Financial Advisors. This activity accounts for approximately 5% of his time during trading hours. Financial Planning consulting services provided to Reilly Financial Advisors are separate from any services provided to clients of MMM and will not create a conflict of interest.