Nathan F. Morgan

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 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

• 01/2017 → 01/2026
  Fidelity Brokerage Services, Llc
  Jacksonville, FL
• 05/2016 → 01/2017
  Deutsche Bank
  Jacksonville, FL
• 08/2011 → 01/2017
  United States Navy Reserve
  Jacksonville, FL
• 07/2018 → 01/2026
  Fidelity Personal & Workplace Advisors
  Boston, MA
• 03/2025 → 01/2026
  Fidelity Investments
  Boston, MA
• 01/2026 → Present
  Schwab Wealth Advisory, Inc.
  Charlotte, NC
• 01/2026 → Present
  Charles Schwab & Co., Inc.
  Charlotte, NC

Previous Registrations

• 2025-03-31 → 2026-01-08
  Strategic Advisers Llc
  Charlotte, NC
  Lancaster, SC
  Boston, MA
• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Charlotte, NC
  Lancaster, SC
• 2018-04-05 → 2018-07-13
  Strategic Advisers Llc
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2018-02-16
• S63 Uniform Securities Agent State Law Examination
  2017-03-30

Designations

• Certified Financial Planner

Other Names

• Nathan Francis Morgan
• Nathan F Morgan
• Nathan F. Morgan
• Nathan Morgan