Nate' Collette, financial advisor Philadelphia PA
93 score

Nate' Collette

CRD Number: 4450164
Current Firm: The Ayco Company,l.p.

Nate' Collette (CRD# 4450164) is an Investment Advisor Representative working at The Ayco Company,l.p. in Philadelphia, PA and has over 3 years of experience in the finance industry. Nate' Collette has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The Ayco Company, L.p./mercer Allied Philadelphia, PA Jul 2015 - Current 1
Td Bank, N.a. Philadelphia, PA Dec 2012 - Jun 2015 2
Td Private Client Wealth LLC Philadelphia, PA Dec 2012 - Jun 2015 2
National Referral Service Devon, PA Oct 2009 - Mar 2015 5
Bny Mellon Philadelphia, PA Sep 2003 - Dec 2012 9
Prudential Fox And Roach Newtown Square, PA Sep 2006 - Oct 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Nate' D. Collette
Phone Number: 518-886-4000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    27,267
    MILLIONS
  • Total Number of Accounts
    46,300
    ACCOUNTS
  • Average Account Value
    $588,929
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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