Nathaniel Coats
Nathaniel Coats is a registered investment advisor at Cetera Investment Advisers LLC, based in Raleigh, NC, with 12 years of industry experience. Nathaniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4141 Park Lake Ave Ste 120, Raleigh, NC, 27612
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 ActivitiesSells Insurance
Nathaniel sells life insurance and annuities through various companies since 2015, dedicating full-time hours to this activity. He also operates under the DBA Adams Financial, providing financial services, which also takes full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Edward Jones
Edward JonesBroker
Edward JonesBroker
State Registrations9 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.