Nathan Burhans, financial advisor Scottsdale AZ
93 score

Nathan Burhans

CRD Number: 5599192
Current Firm: E*trade Capital Management, LLC

Nathan Burhans (CRD# 5599192) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Scottsdale, AZ and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
E*trade Capital Management LLC Scottsdale, AZ Dec 2015 - Current 1
E*trade Securities LLC Scottsdale, AZ Dec 2015 - Current 1
Edward Jones St. Louis, MO Nov 2015 - Dec 2015 < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Nov 2015 < 1
Morgan Stanley Tempe, AZ Apr 2014 - Nov 2015 1
The 401(k) Company / Schwab Retirement Plan Services Company Phoenix, AZ Sep 2008 - Apr 2014 5
Charlesschwab & Co, Inc. Phoenix, AZ Sep 2008 - Apr 2014 5
Direct Alliance Tempe, AZ May 2008 - Sep 2008 < 1
Alamo Area Council San Antonio, TX Jul 2007 - May 2008 < 1
Northern Star Council Minneapolis, MN Mar 2004 - Jun 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Nathan Burhans
Phone Number: 646-521-4453
Firm Website: https://www.etrade.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    3,199
    MILLIONS
  • Total Number of Accounts
    19,200
    ACCOUNTS
  • Average Account Value
    $166,610
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
  • 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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