William Nathan Fierston

Employer firm

Fierston Financial Group Inc CRD 105003

$1.04B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2018 → 12/2021
  Charles Schwab & Co., Inc.
  Denver, CO
• 10/2017 → 05/2018
  Aspen Skiing Company
  Aspen, CO
• 06/2017 → 10/2017
  Wilderness Adventure
  Jackson, WY
• 06/2016 → 06/2017
  Salisbury School
  Salisbury, CT
• 05/2018 → 09/2018
  Unemployed
  Denver, CO
• 12/2021 → Present
  Fierston Financial Group, Inc.
  West Hartford, CT

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-03-08

Designations

• Certified Financial Planner

Other Names

• Will Fierston