Nathaniel S. Nieri
MODERN MONEY MANAGEMENT LLC
San Diego, CA
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CRD#: 6431768
Professional summary
Nathaniel Stephen Nieri, CFP® is a registered financial advisor currently at MODERN MONEY MANAGEMENT LLC located in San Diego, California.
Nathaniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Nathaniel has worked at 2 firms .
Biography
I am not your typical financial advisor. You probably won’t find me in a suit, I don’t use any fancy words, and I’m not a slick salesperson. I like to surf, be outdoors, run around the house with my kids, and happen to be a CERTIFIED FINANCIAL PLANNER™ with a master’s degree in finance and tax planning. I’m a bit of a geek about all things money and can nerd out about everything from credit card points to macroeconomics, but I also love to grab a drink and see what is happening in your life or talk about common hobbies - I have a lot of them.
Talking about money is very personal, and I want to be the guy you can trust to get an honest answer or maybe explain the “how-to” without fear of judgment. I don’t think there is such a thing as an embarrassing question when it comes to personal finance because, let’s face it, the world of money is complicated, exhausting, and confusing.
I take my fiduciary duty very seriously and believe transparency is key. If you can commit to honesty, trust, and patience, I can help you navigate a path toward freedom and success; however, you define them.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Investment Planning
Comprehensive Financial Planni...
Tax Planning
Estate Planning
Socially Responsible Investing
Retirement Planning
Insurance Planning
Do you have an area of expertise or specialization?
Fixed Fee (Subscription, Retai...
Generation X
Investment Advice with Ongoing...
Medical Professionals
Millennials
Novice Investors
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Nathaniel Nieri is currently performing financial planning consulting services for Reilly Financial Advisors. This activity accounts for approximately 5% of his time during trading hours. Financial Planning consulting services provided to Reilly Financial Advisors are separate from any services provided to clients of MMM and will not create a conflict of interest.
CRS (Client Relationship Summary) - RIA
Click below to view Nathaniel Stephen Nieri's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2013
Experience
Current
November 10, 2020 - Present
MODERN MONEY MANAGEMENT LLC
RIA
CRD#: 311307
San Diego, CA
Past
December 17, 2014 - January 27, 2021
REILLY FINANCIAL ADVISORS
RIA
CRD#: 110315
LA MESA, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(11/10/2020)
Exams
Current Firm
MODERN MONEY MANAGEMENT LLC
MODERN MONEY MANAGEMENT | NIERI, NATHANIEL STEPHEN | MODERN MONEY MANAGEMENT LLC
CRD#: 311307 / SEC#:
California
Registered Investment Advisory firm - (11/10/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
San Diego, CA
Mailing Address
Phone number
(858) 223-9575
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 190 |
| AUM (Assets Under Management) | $ 32,505,169 |
Red Flags
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