NR
NR

Nathanael Roetto

17 Years of Experience
Springfield, MO
Broker

Nathanael Roetto is a registered investment advisor at Morgan Stanley, based in Springfield, MO, with 17 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
Loading...

Location

1535 East Primrose Street, Springfield, MO, 65804

Get directions

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.

Learn about disclosures →
Other Business Activities

Nathanael is a sole proprietor/owner of rental real estate in Springfield, Missouri, since July 2021. He spends minimal time on this investment-related activity outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2020 - Present · 5 yrs 11 mos
Morgan Stanley
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Edward Jones
October 2008 - June 2020 · 11 yrs 8 mos
Edward JonesBroker
September 2008 - June 2020 · 11 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Nathanael Roetto - Financial Advisor | TrueAdvisor