Nathan Berube is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, with 6 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
112 Worcester Street, Wellesley, MA, 02481
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
May 2024 - Present · 2 yrs
Morgan StanleyBroker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
November 2021 - January 2022 · 2 mos
Ameriprise Financial Services, LLCBroker
December 2020 - July 2021 · 7 mos
Ameriprise Financial Services, LLC
December 2020 - July 2021 · 7 mos
Fidelity Personal and Workplace Advisors
July 2019 - March 2020 · 8 mos
Fidelity Brokerage Services LLCBroker
February 2019 - March 2020 · 1 yr 1 mo
Edward Jones
June 2018 - August 2018 · 2 mos
Edward JonesBroker
March 2018 - August 2018 · 5 mos
Fidelity Brokerage Services LLCBroker
June 2016 - November 2017 · 1 yr 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.