Nathan Lawrence Barbieri
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.
Nathan Lawrence Barbieri is an investment adviser representative with Charles Schwab & Co., Inc. in Novi, MI, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with Equitable Advisors, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Michigan.
Office
Advisors at this office: 12
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Michigan
- Broker:
3 states and territories
Florida, Michigan, Ohio
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.
- UnemployedMay 2025 – Sep 2025Charlotte, NC
- UnemployedSep 2015 – Aug 2017Lake Orion, MI
- Full Time EducationSep 2017 – Jul 2021Lake Orion, MI
- Full Time EducationAug 2021 – Dec 2024East Lansing, MI
- Johnny Black's Public HouseMay 2019 – Apr 2020Orion Township, MI
- Firehouse SubsJul 2020 – Feb 2021Lake Orion, MI
- Sagebrush CantinaFeb 2021 – Aug 2021Lake Orion, MI
- The Home DepotApr 2022 – Aug 2022Lake Orion, MI
- Galaxy Custom ConstructionApr 2023 – Sep 2023Lake Orion, MI
- United Wholesale MortgageMay 2024 – Aug 2024Pontiac, MI
- X-TaxNov 2024 – Apr 2025Lansing, MI
- Equitable Advisors, LLCSep 2025 – May 2026Charlotte, NC
- Charles Schwab & Co., Inc.Jun 2026 – no end date reportedNovi, MI
- Charles Schwab BankJun 2026 – no end date reportedNovi, MI
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 Novi, MI
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. Nathan Lawrence Barbieri 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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