Natcha Nussbaum
Investment Adviser Representative at Charles Schwab & Co., Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Natcha Nussbaum is an investment adviser representative with Charles Schwab & Co., Inc. in Cottonwood Heights, UT, where they have been registered since 2025. They have worked in the securities industry since 2019 and have been registered with 4 firms, including Strategic Advisers LLC and J.p. Morgan Securities LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Utah.
Office
Advisors at this office: 15
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Utah
- Broker:
9 states and territories
Arizona, California, Colorado, Idaho, Montana, Nevada, Oregon, Utah, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Pruco Securities, LLCOct 2017 – May 2019Cincinnati, OH
- World Wide WealthJul 2017 – Sep 2017Beavercreek, OH
- The Prudential Insurance Company of AmericaDec 2017 – May 2019Cincinnati, OH
- J.P. Morgan Securities, LLCJul 2019 – May 2020Beavercreek, OH
- JPMorgan Chase Bank, N.A.Jul 2019 – May 2020Beavercreek, OH
- UnemployedJun 2016 – Jun 2017Beavercreek, OH
- UnemployedJun 2019 – Jun 2019Beavercreek, OH
- UnemployedJun 2020 – Dec 2020Layton, UT
- Wells FargoJan 2021 – May 2021Farmington, UT
- Fidelity Brokerage Services LLCMay 2021 – May 2025Salt Lake City, UT
- Charles Schwab & Co., Inc.May 2025 – no end date reportedCottonwood Heights, UT
- Charles Schwab Bank, SSBMay 2025 – no end date reportedCottonwood Heights, UT
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Charles Schwab & Co., Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
- Firm account minimum
- $500,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Cottonwood Heights, UT
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Natcha Nussbaum has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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