Nathan Snow has been an investment adviser representative at Wealth Management Group since May 2020, and is not listed among the firm’s executive officers or direct owners. Nathan Snow holds a B.S. in Religion from Liberty University and an M.A. in Philosophy from Liberty University.
Wealth Management Group, Inc. is a Winston-Salem, NC firm with $198M under management, 138 clients and 3 advisers in one office, as of its March 2026 filing.
Nathan Snow is Wealth Advisor of Accruent Wealth Advisors. After graduating from Liberty University he spent time teaching there. He changed careers into the financial services industry in 2015.
Nathan Snow’s longest registration is the current one, 6 years at Wealth Management Group since 2020. Before joining Wealth Management Group in 2020, Nathan Snow was registered through Cambridge Investment Research Advisors, Inc.
- Accruent Wealth AdvisorsCurrent– present · 6 yearsWinston-Salem, NC · Adviser representative · Firm CRD 113706
- Cambridge Investment Research Advisors, Inc.– · 1 yearForest, VA · Adviser representative · Firm CRD 134139
Professional designations
Listed by Wealth Management Group
- CERTIFIED FINANCIAL PLANNER®
Investment adviser representative registrations
Nathan Snow is registered as an investment adviser representative in North Carolina, since May 2020.
- North CarolinaSince 21 May 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 12 October 2015 |
| Series 7 | General Securities Representative Examination | 14 September 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Nathan Jeffery Snow
- CRD
- 6513402
- Firm
- Wealth Management Group · CRD 113706
- Office
- 1399 ASHLEYBROOK LANE, SUITE 120, Winston-Salem, NC 27103
- Registration
- Investment adviser registration
- In the industry since
- February 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- accruentadvisors.com
Where does Nathan Snow work?
Nathan Snow is an investment adviser representative registered through Wealth Management Group, Inc. since May 2020, and is not listed among the firm’s executive officers or direct owners.
Is Nathan Snow a financial advisor?
Yes. Nathan Snow has a current investment-adviser registration in North Carolina, through Wealth Management Group since May 2020.
How many years of experience does Nathan Snow have?
Nathan Snow has 7 years in the financial industry, since February 2019, across 2 adviser firms.
What exams has Nathan Snow passed?
Nathan Snow has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2015. FINRA credited Nathan Snow with the SIE, which began in October 2018.
Where did Nathan Snow work before Wealth Management Group?
Before Wealth Management Group, Nathan Snow was registered through Cambridge Investment Research Advisors, Inc., October 2015 to December 2016.
Where is Nathan Snow based?
Nathan Snow’s registered office is in Winston-Salem, NC.
Is Nathan Snow registered with FINRA?
No. Nathan Snow has no current broker registration.
Is Nathan Snow a CFP?
Wealth Management Group lists Nathan Snow with the CFP credential (“CERTIFIED FINANCIAL PLANNER®”) on its website. CFP Board confirms certification status.
Source: Nathan Snow, CFP®, EA biography, accruentadvisors.com
How can I verify Nathan Snow’s record?
Search CRD 6513402 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nathan Snow’s full registration record.
