Nathanael Schmidt
Advisor at Fidelity
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Nathan Schmidt is an Investment Consultant currently working with Fidelity Investments since 2024. Prior to this role, he served as a Financial Advisor at Raymond James & Associates from 2019 to 2024. His professional focus is on guiding clients to develop financial habits and co-creating plans that help them achieve their goals with confidence.
Nathan emphasizes clear guidance and partnership in his approach, working with clients to uncover tools and resources tailored to their needs. His experience spans over five years in the financial advisory and investment consulting sectors.
Outside of his professional life, Nathan engages in family activities and enjoys fitness, golf, movies, museums, and reading.
Expertise
Wealth management
Passive / index investing
Active portfolio management
Work history
Fidelity Investments
2025 - Present (1 year)
fidelity Investments
2024 - Present (2 years)
Gottshall Capital Partners
2021 - 2024 (3 years)
RAYMOND James FINANCIAL SERVICES ADVISORS, INC.
2019 - 2024 (5 years)
Raymond James Financial Services, inc.
2019 - 2024 (5 years)
Macco Financial Group
2019 - 2021 (2 years)
Raymond James Financial Services, inc.
2019 - 2019 (1 year)
SELF EMPLOYED
2014 - 2019 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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