Nathan Roberts, financial advisor Greensboro NC
89 score

Nathan Roberts

CRD Number: 6081156
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Nathan Roberts (CRD# 6081156) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Greensboro, NC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Greensboro, NC Sep 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensboro, NC Jun 2013 - Current 3
University Of North Carolina Wilmington Wilmington, NC Jan 2010 - May 2013 3
Merrill Lynch, Pierce, Fenner & Smith Inc. Greensboro, NC Jun 2012 - Aug 2012 < 1
Study Abroad Through The Uncw's Cameron School Of Business Bremen, Jun 2011 - Aug 2011 < 1
City Of Asheboro - Parks And Rec. Department Asheboro, NC May 2010 - Aug 2010 < 1
Hollister Company Greensboro, NC Dec 2008 - Dec 2009 1
City Of Asheboro - Parks And Rec. Department Asheboro, NC May 2009 - Aug 2009 < 1
Asheboro High School Asheboro, NC Aug 2005 - Jun 2009 3
City Of Asheboro - Parks And Rec. Department Asheboro, NC May 2008 - Aug 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Nathan W. Roberts
Phone Number: 800-637-7455
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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