NM
CFP
NM
CFP

Nathaniel Mcnulty

18 Years of Experience
Austin, TX
Broker

Nathaniel Mcnulty is a CFP-designated registered investment advisor, based in Austin, TX, with 18 years of industry experience.

Location

5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Nathaniel is an investment representative with Meritrust Wealth Management LLC since 2009 and a financial advisor with Kestra Advisory Services since 2021, dedicating full-time hours to these roles. He also serves as a council member for Seton School, spending minimal time on this activity.

Employment History
Current Registrations
Kestra Advisory Services, LLC
November 2018 - Present · 7 yrs 6 mos
Kestra Investment Services, LLCBroker
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
Mwm Advisory
May 2014 - March 2019 · 4 yrs 10 mos
LPL Financial LLC
December 2009 - February 2016 · 6 yrs 2 mos
LPL Financial LLCBroker
September 2009 - November 2018 · 9 yrs 2 mos
Fifth Third Securities, INC.Broker
April 2007 - September 2009 · 2 yrs 5 mos
State Registrations16 states
AKCOCTFLGAINKSKYMAMONCNMNVNYOHTX
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.
Nathaniel Mcnulty - Financial Advisor | TrueAdvisor