Nathan Way
Nathan Way is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Amherst, NY, with 23 years of industry experience. Nathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
300 Corporate Pkwy, Suite 216N, Amherst, NY, 14226
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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 an agent for Novity Wealth Solutions LLC, selling various insurance products, and also owns Novity Wealth Solutions, LLC as a financial advisor. He also holds a board seat for Endeavor Health Services and is a partner in WF Operations LLC; overall, these activities take up more than full-time hours.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.Broker
New England SecuritiesBroker
State Registrations30 states
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
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