Nathaniel Blaine
CRD Number: 6587744Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Nathaniel Blaine (CRD# 6587744) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Missoula, MT and has over 5 years of experience in the finance industry.
CRD# 4311023
Osaic Wealth, Inc.
CRD# 2588017
Osaic Wealth, Inc.
CRD# 1549284
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Missoula, MT | Sep 2021 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Missoula, MT | Jun 2021 - Current | 2 |
| Montana Air National Guard | Great Falls, MT | Dec 2010 - Current | 13 |
| D.a. Davidson & Company | Hamilton, MT | Jan 2019 - Jun 2021 | 2 |
| Guild Mortgage | Missoula, MT | Jul 2016 - Dec 2018 | 2 |
| Farmers State Bank | Victor, MT | Feb 2008 - Dec 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MT
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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