Nathaniel J Gandy

Current Employers

Employment History

• 03/2018 → 06/2019
  Usaa Financial Planning Services
  San Antonio, TX
• 01/2017 → 03/2018
  Wave Investment Lp
  Malibu, CA
• 08/2014 → 07/2017
  Pepperdine University
  Malibu, CA
• 10/2018 → 06/2019
  Usaa Investment Management Company
  Addison, TX
• 07/2019 → 08/2024
  Wealthfront Brokerage Llc
  Palo Alto, CA
• 02/2023 → Present
  Gandy Fintech Solutions Llc
  Chicago, IL
• 08/2024 → Present
  Obar Wealth Management Llc
  Chicago, IL

Previous Registrations

• 2019-07-15 → 2024-08-02
  Wealthfront Advisers Llc
  Palo Alto, CA
• 2018-10-08 → 2019-06-19
  Usaa Investment Services Company
  Addison, TX

Other Businesses

Nathaniel Gandy is currently employed as the owner of Gandy Fintech Solutions LLC, located at 2527 West Haddon Ave, Unit 2, Chicago, IL 60622. Mr. Gandy consults with business owners on how to better leverage fintech/tech solutions in their business. Mr. Gandy started this position in 02/2023, and it is non investment-related. This activity accounts for approximately 3 hours of his time during during trading hours and approximately 60 hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2018-10-06
• S63 Uniform Securities Agent State Law Examination
  2018-06-01

Designations