Nathaniel Mayer has been an investment adviser representative at Envision Financial Planning since August 2025, and is not listed among the firm’s executive officers or direct owners.
Envision Financial Planning, LLC is a Memphis, TN firm with $462M under management, 276 clients and 4 advisers in one office, as of its March 2026 filing.
- – present · 1 yearMemphis, TN · Adviser representative · Firm CRD 321790
Investment adviser representative registrations
Nathaniel Mayer is registered as an investment adviser representative in Tennessee, since August 2025.
- TennesseeSince 12 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 August 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Nathaniel David Mayer
- CRD
- 7857715
- Firm
- Envision Financial Planning · CRD 321790
- Office
- 5100 POPLAR AVENUE,, SUITE 2428, Memphis, TN 38137
- Registration
- Investment adviser registration
- In the industry since
- August 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Nathaniel Mayer work?
Nathaniel Mayer is an investment adviser representative registered through Envision Financial Planning, LLC since August 2025, and is not listed among the firm’s executive officers or direct owners.
Is Nathaniel Mayer a financial advisor?
Yes. Nathaniel Mayer has a current investment-adviser registration in Tennessee, through Envision Financial Planning since August 2025.
How many years of experience does Nathaniel Mayer have?
Nathaniel Mayer has 1 year in the financial industry, since August 2025, across 1 adviser firm.
What exams has Nathaniel Mayer passed?
Nathaniel Mayer passed the Series 65 in August 2025.
Where is Nathaniel Mayer based?
Nathaniel Mayer’s registered office is in Memphis, TN.
Is Nathaniel Mayer registered with FINRA?
No. Nathaniel Mayer has no current broker registration.
How can I verify Nathaniel Mayer’s record?
Search CRD 7857715 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nathaniel Mayer’s full registration record.