Nathan F. Morgan is an investment adviser representative (IAR) with state registration records since 2018, appearing at 3 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2026-01-14 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2026-01-08 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2018-04-05 | 2018-07-13 | — |