Nathaniel Speer

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 06/2022 → Present
  Fisher Investments
  Tampa, FL
• 09/2021 → 12/2021
  Level The Playing Field
  Chapel Hill, NC
• 05/2019 → 08/2019
  Carolina Pool Management
  Charlotte, NC
• 11/2018 → 02/2019
  Chipotle
  Chapel Hill, NC
• 05/2021 → 07/2021
  United Rentals
  Charlotte, NC
• 08/2018 → 05/2022
  The University Of North Carolina At Chapel Hill
  Chapel Hill, NC
• 08/2011 → 06/2018
  Grade School
  Charlotte, NC

Other Businesses

Speer Property Management LLC No St Petersburg, FL, 33705 Owner I am about to rent out my home as an AirBNB and formed an LLC to limit liability. It will be advertised on the AirBNB and VRBO under the LLC. 09/15/2025 4 hrs/month 0 hrs/ during securities trading hours Own the home and LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-10-12

Other Names

• Nathanial Speer