Nathaniel Donohue (CRD# 5645961) is an Investment Advisor Representative working at Consilio Wealth Advisors, LLC in Bellevue, WA and has over 13 years of experience in the finance industry. Nathaniel Donohue 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# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Consilio Wealth Advisors, LLC | Scottsdale, AZ | Jun 2021 - Current | 2 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Oct 2014 - Jun 2021 | 6 |
| Northwestern Mutual Investment Services LLC | Seattle, WA | Aug 2010 - Jun 2021 | 10 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Feb 2009 - Jun 2021 | 12 |
| Northwestern Mutual Investment Services, LLC | Seattle, WA | Nov 2012 - Mar 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2011 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- TX
- WA
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Total Assets Under Management360MILLIONS
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Total Number of Accounts1,144ACCOUNTS
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Average Account Value$314,434
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, NH, NY, TX, WA
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