Nathaniel Roberts, financial advisor Fairlawn OH

Nathaniel Roberts

CRD Number: 6575682
Current Firm: Citizens Investment Services

Nathaniel Roberts (CRD# 6575682) is an Investment Advisor Representative working at Citizens Investment Services in Fairlawn, OH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Securities Inc. Belleville, MI Nov 2019 - Current 2
Bank Of America, N.a. Ann Arbor, MI Sep 2019 - Nov 2019 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Ann Arbor, MI Jul 2019 - Nov 2019 < 1
Key Investment Services Dayton, OH Sep 2018 - May 2019 < 1
Key Investment Services Dayton, OH May 2018 - Sep 2018 < 1
Keybank Traverwood, MI May 2018 - Sep 2018 < 1
Key Investment Services LLC Manchester, CT Nov 2017 - May 2018 < 1
Keybank Wallingford, CT Oct 2017 - May 2018 < 1
Citizens Securities Inc. Guilford, CT Jun 2017 - Oct 2017 < 1
Citizens Bank Guilford, CT Jun 2017 - Oct 2017 < 1
Foresters Financial Services New Haven, CT Nov 2015 - Jun 2017 1
Army National Guard Grand Prairie, TX Sep 2014 - Jan 2017 2
Foresters Financial Services Fort Worth, TX Oct 2015 - Dec 2015 < 1
Texas Veterans Consulting Firm Dallas, TX Jul 2005 - Nov 2015 10
Darden Dallas, TX Sep 2015 - Sep 2015 < 1
Fabrique Branford, CT Apr 2014 - Sep 2014 < 1
Lowe's New Haven, CT Feb 2014 - May 2014 < 1
Northern Michigan University Marquette, MI Aug 2010 - May 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2015
S66 NASAA Uniform Combined State Law Examination Jan 2019
Contact Info for Nathaniel Roberts
Phone Number: 1-800-942-8300
Registered State(s):
  • CT
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    6,569
    MILLIONS
  • Total Number of Accounts
    40,577
    ACCOUNTS
  • Average Account Value
    $161,894
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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