Nathan Daniel Peyer

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 06/2013 → 01/2021
  Fidelity Brokerage Services, Llc
  Greenwood Village, CO
• 01/2021 → Present
  Charles Schwab & Co., Inc
  Lone Tree, CO

Previous Registrations

• 2020-10-13 → 2022-12-16
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Other Businesses

1) Rental Properties | Investment Related:No|1019 Stanton st|Colorado Springs|CO|80907|USA|Real Estate (Non-Agent/Broker)|owner|6/1/2020|Less than 20|0|We own two house rentals in Colorado Springs, they take much less than 20 hours a month

Exams

• S66 Uniform Combined State Law Examination
  2019-12-23
• S63 Uniform Securities Agent State Law Examination
  2011-02-04

Other Names

• Nate Peyer