Nathaniel Omeltchenko (CRD# 6355293) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in New York, NY and has over 5 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stifel Nicolaus & Co | New York, NY | Nov 2019 - Current | 4 |
| Unemployed | New York, NY | Mar 2019 - Nov 2019 | < 1 |
| Northern Lights Distributors, LLC | Omaha, NE | Feb 2019 - Mar 2019 | < 1 |
| W.e. Donoghue & Company, LLC | Locust Valley, NY | Oct 2017 - Mar 2019 | 1 |
| Northern Lights Distributors, LLC | Omaha, NE | May 2018 - Oct 2018 | < 1 |
| Unemployed | Port Washington, NY | Aug 2017 - Sep 2017 | < 1 |
| Clemson University | Clemson, SC | Aug 2013 - Jul 2017 | 3 |
| Alliant Insurance Services, Inc. | Uniondale, NY | May 2016 - Jul 2016 | < 1 |
| Plandome Country Club | Manhasset, NY | May 2015 - Aug 2015 | < 1 |
| Merrill Lynch Wealth Management | New York, NY | May 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
| S63 | Uniform Securities State Law Examination | Dec 2019 |
- NY
- TX
-
Total Assets Under Management149,249MILLIONS
-
Total Number of Accounts348,524ACCOUNTS
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Average Account Value$428,231
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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