Nathan
Budrow

Guardian Wealth Advisors, LLC

CRD#4587292
Investment Advisor
in Danvers, MA

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About this Advisor

Nathan Budrow is a financial advisor based in Danvers, Massachusetts, working with Guardian Wealth Advisors, LLC. Nathan has previously held positions at Newport Capital Advisers, Douglas Dicerbo, James Pettorelli, Douglas Di Cerbo, Northwestern Mutual Investment Services LLC, and Guardian Wealth Advisors, LLC. Nathan has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts and North Carolina. Currently, Nathan is part of Guardian Wealth Advisors, LLC, which operates out of Danvers, Massachusetts. The firm has 10 offices and 38 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Guardian Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

55 Ferncroft Rd Suite 203
Danvers, MA 01923

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Guardian Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$1,660,902,219

MA Average: $3,625,019,099
Total Number of Employees

38

MA Average: 22
Total Number of Accounts

3,670

MA Average: 1,917
Average Account Size

$452,562

MA Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Nathan Budrow Work History

2021 - Present (4 years)

Guardian Wealth Advisors,LLC

2020 - 2020 (< 1 year)

Douglas Dicerbo

2020 - 2020 (< 1 year)

James Pettorelli

2020 - 2021 (1 year)

James Pettorelli

2020 - 2021 (1 year)

Douglas Di Cerbo

2020 - 2021 (1 year)

Northwestern Mutual Investment Services LLC

2014 - 2020 (6 years)

Newport Capital Advisers

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Disclosures

Please visit the SEC profile of Nathan Budrow 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 Guardian Wealth Advisors, LLC

Carter Ellis
Raleigh, NC
Madeleine Freedland
Raleigh, NC
Milton Castellanos
Raleigh, NC
Darina Nghiem
Johnson City, TN
Nathan Budrow
Danvers, MA
Roger Lingle
Raleigh, NC
Samuel Sexton
Edina, MN
Matthew Deitel
Johnson City, TN

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