Nathan
Macdonald

Cetera Advisors LLC

CRD#2250393
Investment Advisor
in Auburn, ME

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About this Advisor

Nathan Macdonald is a financial advisor who works in Auburn, Maine, who has been in the advisory business for 19 years. Macdonald currently works for Cetera Advisors LLC. Macdonald has gained experience at Atlantic Investment Advisors, Investors Capital Corporation and Cetera Advisors LLC. Macdonald has a Series 63 license, designating them as a securities broker, and is registered to operate in Maine. Cetera Advisors LLC is a firm that has its headquarters in Auburn, Maine. The company has offices in 692 locations and a total of 1,164 employees. It oversees $15 billion in assets among its 58,946 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 102 charitable organizations. Of its 58,946 accounts, 25% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Cetera Advisors LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fees billed by Cetera Advisors LLC likely include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63

Years of Experience

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

134 Main St
Auburn, ME 04210

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$15,071,320,827

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

1,164

ME Average: 28
Total Number of Accounts

58,946

ME Average: 1,101
Average Account Size

$255,680

ME Average: $2,134,119

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Nathan Macdonald Work History

Nathan has 19 years of experience.

2016 - Present (5 years)

Cetera Advisors LLC

2001 - Present (20 years)

Atlantic Investment Advisors

2002 - 2016 (14 years)

Investors Capital Corporation

Disclosures

Nathan Macdonald has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cetera Advisors LLC

Jaimie Moore
Placentia, CA
Mingmar Sherpa
Denver, CO
David Antalick
Overland Park, KS
Michael Hulme
Waterloo, IA
Joshua Rosenberg
Wilmington, NC
Jason Leppla
Elyria, OH
Christopher Reed
Ocala, FL

This content was compiled from the SEC and FINRA.

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