Nathan
Gaubatz
Fidelity Personal And Workplace Advisors
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About this Advisor
Nathan Gaubatz is a financial advisor based in Sarasota, Florida, working with Fidelity Personal And Workplace Advisors. Nathan has previously held positions at Edward Jones, Stetson University, The Home Depot, Stetson University Study Abroad, Fidelity Brokerage Services LLC, Fidelity Personal And Workplace Advisors, Dws Group, and Fidelity Investments. Nathan has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Nathan is part of Fidelity Personal And Workplace Advisors, which operates out of Sarasota, Florida. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.
Certifications and Registrations
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Nathan Gaubatz Work History
Fidelity Investments
Dws Group
Fidelity Brokerage Services LLC
Fidelity Personal And Workplace Advisors
Edward Jones
Stetson University
Stetson University Study Abroad
Stetson University
Stetson University
The Home Depot
Stetson University
Disclosures
Please visit the SEC profile of Nathan Gaubatz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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