Nathan Kurita, financial advisor Nashville TN
93 score

Nathan Kurita

CRD Number: 4494159
Current Firm: Pinnacle Investment Advisory

Nathan Kurita (CRD# 4494159) is an Investment Advisor Representative working at Pinnacle Investment Advisory in Nashville, TN and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch Franklin, TN Nov 2011 - Jun 2016 4
Self Nashville, TN May 2010 - Nov 2011 1
Penn Capital Philadelphia, PA Aug 2008 - May 2010 1
Unemployed Philadelphia, PA Jun 2008 - Aug 2008 < 1
Bear, Stearns & Company Inc. New York, NY Apr 2006 - Jun 2008 2
Bear Stearns New York, NY Apr 2006 - Jun 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Nathan S. Kurita
Phone Number: 615-743-8271
Firm Website:
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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

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