Andrea NathanCRD Number: 5968995
Current Firm: Citizens Securities, Inc.
Andrea Nathan (CRD# 5968995) is an Investment Advisor Representative working at Citizens Securities, Inc. in Newton, MA and has over 5 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Cco Investment Services Corp||Newton, MA||Dec 2014 - Current||2|
|Edward Jones||St Louis, MO||Aug 2011 - Current||5|
|Next Level Promotions||Woburn, MA||Sep 2009 - Aug 2011||1|
|Citizens Financial Group||Watertown, MA||Oct 1999 - Sep 2009||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2011|
Total Assets Under Management27,379MILLIONS
Total Number of Accounts19,253ACCOUNTS
Average Account Value$1,422,068
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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