NB
NB

Nathan Burhans

16 Years of Experience
Gilbert, AZ
Broker

Nathan Burhans is a registered investment advisor at Morgan Stanley, based in Gilbert, AZ, with 16 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
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Location

400 East Rivulon Boulevard, Gilbert, AZ, 85297

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Nathan owns rental property since 2020, where he secures tenants, collects rent, and provides maintenance. This activity is not investment-related and takes a few hours per week.

Employment History
Current Registrations
Morgan StanleyBroker
January 2023 - Present · 3 yrs 8 mos
Morgan Stanley
January 2023 - Present · 3 yrs 8 mos
Previous Registrations
E*trade Capital Management, LLC
January 2016 - September 2023 · 7 yrs 8 mos
E*trade Securities LLCBroker
January 2016 - September 2023 · 7 yrs 8 mos
Edward Jones
December 2015 - December 2015 · 0 mos
Edward JonesBroker
November 2015 - December 2015 · 1 mo
Morgan Stanley
May 2014 - November 2015 · 1 yr 6 mos
Morgan StanleyBroker
April 2014 - November 2015 · 1 yr 7 mos
Charles Schwab & CO., INC.Broker
February 2010 - April 2014 · 4 yrs 2 mos
Charles Schwab & CO., INC.
February 2010 - April 2014 · 4 yrs 2 mos
401(k) Investment Services, INC.Broker
October 2008 - December 2008 · 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.