Nathaniel Kibbe is a registered investment advisor, based in Austin, TX, with 17 years of industry experience.
Location
6300 Bee Cave Road, Building One, Austin, TX, 78746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Nathaniel is a committee member on the Finance, Audit and Investment Committee for Carrabassett Valley Academy since 2019. He dedicates minimal time to monitoring the financial affairs, investments, and employee benefits of the educational establishment.
Employment History
Current Registrations
Dimensional Fund Advisors LP
Dfa Securities LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Mfs Fund Distributors, INC.Broker
State Registrations50 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.