Nathaniel Shaw
Nathaniel Shaw is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bedford, NH, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
176 Route 101, Unit B-2, Bedford, NH, 03110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nathaniel is an agent selling fixed annuities, dedicating a few hours per week. He also owns multiple rental real estate properties and is a partner in NH Bookkeeping Services LLC and Paquette & Shaw Financial Group LLC, spending minimal time on each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Putnam Retail Management Limited PartnershipBroker
State Registrations19 states
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