Nathan Addo is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Reston, VA, with 14 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 Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.
Fee Estimator
Location
1939 Roland Clarke Place Suite 400, Reston, VA, 20191
Get directionsHistory
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 Activities
Nathan operates his LPL business through Global Advisor Group and provides investment advisory services through Private Advisor Group, dedicating about a quarter of his time to the latter. He also volunteers with the Old Vandals Alumni Association of North America and is a notary.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Hsbc Securities (USA) INC.Broker
Hsbc Securities (USA) INC.
PNC Investments
PNC InvestmentsBroker
Waddell & Reed, INC.Broker
State Registrations3 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
More Advisors
- James Barnette, CFPPrivate Advisor Group, LLC
- Joseph Pabis, CFPPrivate Advisor Group, LLC
- Joan Confoy, CFPPrivate Advisor Group, LLC
- Hayley Gregory, CFPCommonwealth Financial Network
- Amanda Plonski, CFPCresset Asset Management, LLC
- Danny Fuentes, CFPAmeriprise Financial Services, LLC