NB
NB

Nathaniel Buiel

4 Years of Experience
Concord, NH
Broker

Nathaniel Buiel is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Concord, NH, with 4 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
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Location

1 Pillsbury St, Ste 100, Concord, NH, 03301

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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 is a partner in D & B Real Estate Holdings, LLC, an investment property, and an associate/employee at Davidson & Sons, providing support to other financial advisors. He also works as an associate/employee at Davidson & Stone PLLC, an accounting firm, spending about a quarter to half of his time preparing tax returns and financial statements.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2023 - Present · 3 yrs
Previous Registrations
Ameriprise Financial Services, LLC
June 2022 - May 2023 · 11 mos
Ameriprise Financial Services, LLCBroker
December 2021 - May 2023 · 1 yr 5 mos
State Registrations4 states
FLMANHSC
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.
Nathaniel Buiel - Financial Advisor | TrueAdvisor