NG
NG

Nathanael Gregor

9 Years of Experience
Saint Petersburg, FL
Broker

Nathanael Gregor is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Petersburg, FL, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

880 Carillon Parkway, Saint Petersburg, FL, 33716

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Raymond James & Associates, INC.
October 2021 - April 2023 · 1 yr 6 mos
Raymond James & Associates, INC.Broker
October 2021 - April 2023 · 1 yr 6 mos
Calton & Associates, INC.
August 2019 - October 2021 · 2 yrs 2 mos
Calton & Associates, INC.Broker
June 2019 - October 2021 · 2 yrs 4 mos
Midwestern Securities Trading Company, LLCBroker
December 2016 - May 2019 · 2 yrs 5 mos
State Registrations1 state
FL
AdvisorBrokerBoth

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
No exam information available for this advisor.