Nathaniel Smith, financial advisor Hunt Valley MD

Nathaniel Smith

CRD Number: 6714949
Current Firm: Prudential Financial Planning Services

Nathaniel Smith (CRD# 6714949) is an Investment Advisor Representative working at Prudential Financial Planning Services in Hunt Valley, MD and has over 3 years of experience in the finance industry.

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Founders Financial Securities, LLC
Company Name Location Dates Years
The Prudential Insurance Company Of America Hunt Valley, MD Jul 2017 - Current 3
Pruco Securities LLC Hunt Valley, MD Jan 2017 - Current 4
San Sushi Towson, MD Nov 2015 - Current 5
Chesapeake Group Towson, MD Jun 2016 - Aug 2016 < 1
Unemployed Towson, MD Aug 2015 - Oct 2015 < 1
Koopers Pheonix, MD May 2015 - Jul 2015 < 1
Unemployed Baltimore, MD Sep 2014 - Apr 2015 < 1
Joes Crab Shack Gaithersburg, MD Mar 2014 - Aug 2014 < 1
Sears And Roebuck Gaithersburg, MD Oct 2012 - Mar 2014 1
Unemployed North Potomac, MD Jul 2012 - Sep 2012 < 1
City Of Gaithersburg Gaithersburg, MD Aug 2009 - Jun 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2017
By the Numbers
  • Total Assets Under Management
    8,719
    MILLIONS
  • Total Number of Accounts
    60,796
    ACCOUNTS
  • Average Account Value
    $143,417
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
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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