Nathaniel Jermaine Poole is an investment adviser representative (IAR) with state registration records since 2017, appearing at 4 firms. Currently registered with SEI INVESTMENTS MANAGEMENT CORP.
| Firm | From | To | Current |
|---|---|---|---|
| SEI INVESTMENTS MANAGEMENT CORP | 2025-06-05 | present | Yes |
| MORNINGSTAR INVESTMENT SERVICES LLC | 2018-08-14 | 2024-05-29 | — |
| CWM, LLC | 2018-03-16 | 2018-04-27 | — |
| SYMMETRY PARTNERS | 2017-04-17 | 2017-08-28 | — |