Nate Collette (CRD# 4450164) is an Investment Advisor Representative working at The Ayco Company, LP in Philadelphia, PA and has over 11 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.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Goldman Sachs & Company LLC | Philadelphia, PA | Jan 2021 - Current | 3 |
| The Ayco Company, L.p./mercer Allied | Philadelphia, PA | Jul 2015 - Jan 2021 | 5 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2013 |
- PA
- TX
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Total Assets Under Management25,870MILLIONS
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Total Number of Accounts46,004ACCOUNTS
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Average Account Value$562,344
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- 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
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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