Nathaniel Blaine, financial advisor Missoula MT

Nathaniel Blaine

CRD Number: 6587744
Current 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 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Missoula, MT Sep 2021 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Missoula, MT Jun 2021 - Current < 1
Montana Air National Guard Great Falls, MT Dec 2010 - Current 10
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
Disclosure Information

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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Nathaniel J. Blaine
Phone Number: 800-637-7455
Registered State(s):
  • MT
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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, WY

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