Nathan Cassel, financial advisor Northbrook IL

Nathan Cassel

CRD Number: 6592631
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Nathan Cassel (CRD# 6592631) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Northbrook, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Northbrook, IL Jun 2020 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook, IL Jun 2017 - Current 4
Unemployed Wheaton, IL Mar 2017 - Jun 2017 < 1
Dvsport Normal, IL Sep 2015 - Mar 2017 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Oakbrook, IL Jun 2016 - Aug 2016 < 1
National Securities Corporation Lombard, IL Dec 2015 - Jan 2016 < 1
My Chef Catering Naperville, IL May 2014 - Sep 2015 1
Famous Footwear (caleres) Wheaton, IL Jun 2013 - Sep 2015 2
Unemployed Wheaton, IL Jan 2007 - Jun 2013 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2018
Contact Info for Nathan W. Cassel
Phone Number: 800-637-7455
Registered State(s):
  • IL
  • 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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