Richard Nathan (CRD# 1596225) is an Investment Advisor Representative working at Forte Capital LLC in Raleigh, NC and has over 36 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 5888654
Cambridge Investment Research Advisors, Inc.
CRD# 2728867
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Forte Capital LLC | Rochester, NY | Sep 1997 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1987 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
- NC
-
Total Assets Under Management1,285MILLIONS
-
Total Number of Accounts2,232ACCOUNTS
-
Average Account Value$575,692
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
AZ, CA, CO, CT, FL, GA, IL, MA, MD, MI, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI
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