Nathan Stevens
Nathan Stevens is a registered investment advisor at Private Advisor Group, LLC, based in Syracuse, NY, with 9 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
6702 Buckley Rd, Suite 110A, Syracuse, NY, 13212
Get directionsHistory
Regulatory History (1)
Financial
January 2018Other Business Activities
Nathan operates his LPL business under the DBA Eastgate Financial Group, Inc., dedicating full-time hours. He also provides investment advisory services through Private Advisor Group, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Mutual of Omaha Investor Services, INC.Broker
State Registrations2 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.