NM
NM

Nathan Macdonald

33 Years of Experience
Auburn, ME
1 DisclosureBrokerSells Insurance

Nathan Macdonald is a registered investment advisor at Cetera Investment Advisers LLC, based in Auburn, ME, with 33 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

134 Main St, Auburn, ME, 04210

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History

Regulatory History (1)
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Customer Dispute
May 2018
Settled
Other Business ActivitiesSells Insurance

Nathan sells fixed insurance products, including life, disability, annuities, and long-term care, since 1990. He also operates under the DBA Atlantic Investment Advisors, providing financial services, and owns Nate Mar, Inc for tax purposes, dedicating minimal time to it.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
October 2016 - Present · 9 yrs 7 mos
Cetera Advisors LLC
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Cetera Advisors LLC
October 2016 - March 2024 · 7 yrs 5 mos
Investors Capital Advisory
June 2005 - October 2016 · 11 yrs 4 mos
Eastern Point Advisors INC.
July 2002 - June 2005 · 2 yrs 11 mos
Investors Capital CORP.Broker
May 2002 - October 2016 · 14 yrs 5 mos
Ffp Securities, INC.Broker
March 1996 - May 2002 · 6 yrs 2 mos
Metlife Securities INC.Broker
July 1992 - November 1995 · 3 yrs 4 mos
Metropolitan Life Insurance CompanyBroker
July 1992 - November 1995 · 3 yrs 4 mos
State Registrations7 states
ARFLHIMAMENHOH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.