NH
NH

Nathaniel Paul Hodgson

7 Years of Experience
Broker
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

31 State Route 12, Flemington, NJ, 08822

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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.

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Other Business Activities

Nathaniel works as a client services associate for Prestige Wealth Management Group, dedicating about a quarter of his time to supporting the client services department. He also works as a notary, spending minimal time notarizing documents for Prestige Wealth Management clients.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Prestige Wealth Management Group, LLC
September 2018 - Present · 7 yrs 5 mos
Previous Registrations
Triad Advisors LLCBroker
May 2018 - August 2024 · 6 yrs 3 mos
State Registrations1 state
NJ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Nathaniel Paul Hodgson - Financial Advisor | TrueAdvisor