Nathaniel Burns, financial advisor Newport Beach CA

Nathaniel Burns

CRD Number: 7399253
Current Firm: The Ayco Company, LP

Nathaniel Burns (CRD# 7399253) is an Investment Advisor Representative working at The Ayco Company, LP in Newport Beach, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Goldman Sachs Irvine, CA Jan 2022 - Current 2
Full Time Student Mission Viejo, CA Jan 2011 - Dec 2021 10
Goldman Sachs Irvine, CA Jun 2021 - Aug 2021 < 1
Raising Canes Laguna Hills, CA Aug 2016 - Apr 2021 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2022
Contact Info for Nathaniel R. Burns
Phone Number: 518-886-4000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    25,870
    MILLIONS
  • Total Number of Accounts
    46,004
    ACCOUNTS
  • Average Account Value
    $562,344
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • 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)
  • Publication of periodicals or newsletters
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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