Nathaniel Skelly (CRD# 6879716) is an Investment Advisor Representative working at Financial Pathway LLC in San Antonio, FL and has over 6 years of experience in the finance industry.
CRD# 5159569
Primerica Advisors
CRD# 2861943
Kestra Advisory Services, LLC
CRD# 1878718
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Pathway | Pace, FL | Oct 2019 - Current | 4 |
| Land Of The Bible Tours | Pensacola, FL | Jan 2017 - Current | 7 |
| Edward Jones | St Louis, MO | Nov 2017 - Sep 2019 | 1 |
| Vocellis | Sarver, PA | Jun 2011 - Sep 2017 | 6 |
| Huntington National Bank | Pittsburgh, PA | Nov 2016 - Aug 2017 | < 1 |
| Harvest Baptist Academy | Natrona Heights, PA | Jan 2012 - Aug 2016 | 4 |
| Pennsylvania Equipment | Pittsburgh, PA | Apr 2012 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2018 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2019 |
- FL
- TX
- VA
-
Total Assets Under Management10MILLIONS
-
Total Number of Accounts214ACCOUNTS
-
Average Account Value$47,253
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
FL, TX, VA
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