NH
NH
Nathan Huveldt is a registered investment advisor at Morgan Stanley, based in Bellevue, WA, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
500 108th Avenue, North East, Suite 1900, Bellevue, WA, 98004
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Regulatory History (3)
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Customer Dispute
January 2010Denied
Customer Dispute
September 2008Settled
Customer Dispute
September 2004Denied
Other Business Activities
Nathan is a manager at Best Life Medical Weight Loss, LLC, a hospital/healthcare business in Newcastle, Washington. He spends minimal time on administrative and accounting/bookkeeping tasks after business hours.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
September 2003 - June 2009 · 5 yrs 9 mos
Citigroup Global Markets INC.Broker
September 2003 - June 2009 · 5 yrs 9 mos
Morgan Stanley
June 2000 - September 2003 · 3 yrs 3 mos
Morgan Stanley Dw INC.Broker
August 1999 - September 2003 · 4 yrs 1 mo
State Registrations29 states
AZCACOCTDCFLGAIDILINMAMDMEMIMOMTNCNJNVNYOHORPATXUTVAWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.