Nathan Robnett is a PFS-designated registered investment advisor, based in Austin, TX, with 21 years of industry experience.
Location
13809 Research Blvd. Ste 900, Austin, TX, 78750
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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
Nathan is the president of X-Traserv, Inc., though the entity is not active. He also owns Robnett Financial, LLC and works as a financial advisor there, dedicating about 10-20% of his time, and owns Robnett CPAs, a CPA firm where he spends nearly full-time providing tax and accounting services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
1st Global Capital CORP.Broker
1st Global Advisors INC
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Allmerica Investment Management CO INC
Allmerica Investments, INC.Broker
State Registrations4 states
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