Nathan Weir, financial advisor Charlotte NC

Nathan Weir

CRD Number: 6920166
Current Firm: Osaic Wealth, Inc.

Nathan Weir (CRD# 6920166) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Charlotte, NC and has over 4 years of experience in the finance industry. Nathan Weir has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Royal Alliance Charlotte, NC Sep 2019 - Current 4
First Financial Federal Credit Union Of Maryland Lutherville-timonium, MD Jul 2019 - Sep 2019 < 1
Full Time Student Lutherville Timonium, MD Jul 2009 - Jul 2019 10
Salisbury University Salisbury, MD Jan 2017 - May 2019 2
First Financial Federal Credit Union Of Maryland Lutherville-timonium, MD Dec 2018 - Jan 2019 < 1
Morgan Stanley Baltimore, MD Jun 2018 - Aug 2018 < 1
First Financial Federal Credit Union Of Maryland Lutherville-timonium, MD Dec 2017 - Jan 2018 < 1
First Financial Federal Credit Union Of Maryland Lutherville-timonium, MD May 2017 - Aug 2017 < 1
First Financial Federal Credit Union Of Maryland Lutherville-timonium, MD May 2016 - Aug 2016 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Nathan S. Weir
Phone Number: 800-821-5100
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    94,558
    MILLIONS
  • Total Number of Accounts
    437,201
    ACCOUNTS
  • Average Account Value
    $216,280
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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