Nathaniel
Francescato

Townsend

CRD#5793996
Investment Advisor
in Denver, CO

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About this Advisor

Nathaniel Francescato is a financial advisor operating out of Denver, Colorado who has 3 years of relevant experience. Francescato is an employee of Townsend. During their career, the advisor has held roles at Scottrade Inc, Retired, Securities America, Inc and Townsend & Associates, Inc. Francescato has Series 63 and Series 66 licenses, which qualify them as a securities agent, and can serve investors in Colorado. Townsend is a company operating out of Denver, CO. The firm has a total of 29 financial advisors. It handles $991 million in total assets across its 3,357 accounts, placing it among the larger investment advisory firms in the nation by assets under management. Of its 3,357 client accounts, 34% are associated with high-net-worth individuals who have at least $1 million in investable assets. Townsend offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Fees for financial management vary depending on which services are offered. However, fees charged by Townsend most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2761 W 120Th Ave Ste 200
Denver, CO 80234

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Townsend Brokerage Details

Total Assets Under Management

$991,009,796

CO Average: $2,349,664,866
Total Number of Employees

29

CO Average: 28
Total Number of Accounts

3,357

CO Average: 1,101
Average Account Size

$295,207

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Nathaniel Francescato Work History

Nathaniel has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Securities America, Inc

2020 - Present (4 years)

Townsend & Associates, Inc

2018 - 2020 (2 years)

Retired

2010 - 2018 (8 years)

Scottrade Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nathaniel Francescato to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Townsend

Richard Harrison
Denver, CO
Jonathan Amick
Denver, CO
Andrew Wyckoff
Denver, CO
David Francis
Denver, CO
Kaitlin Bell
Denver, CO
Andrew Hanna
Denver, CO
Mark Thomas
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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