NP
NP

Nathan Pangallo

2 Years of Experience
Pittsburgh, PA
Broker

Nathan Pangallo is a registered investment advisor at Federated Global Investment Management CORP., based in Pittsburgh, PA, with 2 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 74 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
208 advisors
Number of Clients
74 clients
Average Client Portfolio
$200.3M average
Assets Under Management
$14.8B

Fee Structure

Investment management only (planning not offered)

Federated Global Investment Management charges fees based on a percentage of assets under management. These fees vary depending on the type of account (Separate, Managed, or Model Portfolio) and the investment strategy. Fees may be negotiable and may include breakpoints where the percentage decreases as assets increase. Managed accounts may have a 'wrapped fee' covering various services, with Federated receiving a portion.

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Location

1001 Liberty Avenue, Pittsburgh, PA, 15222-3779

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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

Nathan owns an eBay store (Pangallo_PreciousMetals) since 2018. This activity is not performed during trading hours and takes minimal time.

Employment History
Current Registrations
Mdt Advisers, a Division of Federated Mdta LLC
October 2023 - Present · 2 yrs 7 mos
Federated Global Investment Management CORP.
October 2023 - Present · 2 yrs 7 mos
Federated Investment Counseling
September 2023 - Present · 2 yrs 8 mos
Federated Securities CORP.
September 2023 - Present · 2 yrs 8 mos
Federated Securities CORP.Broker
August 2023 - Present · 2 yrs 9 mos
Federated Securities CORP.
August 2023 - Present · 2 yrs 9 mos
State Registrations44 states
ALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENJNMNVNYOHOKORPARISCUTVAVTWAWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.