Nathan
Stegman

Nuveen Asset Management, LLC

CRD#6720801
Investment Advisor
in Chicago, IL

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About this Advisor

Nathan Stegman is a financial advisor based out of Chicago, Illinois with a total of 3 years of relevant experience. Stegman is an advisor for Nuveen Asset Management, LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Enterprise Holdings, Lids Corporation, Pizza Hut, Vemma Nutrition Company, University Of Louisville, Bank Of America, N.A, Morgan Stanley and Nuveen Securities, LLC. Stegman holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Illinois. Nuveen Asset Management, LLC is a business operating out of Chicago, IL. It has offices in 14 locations and a total of 421 advisors. It oversees $249 billion in assets across its 70,634 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 114 charities and foundations. Of its 70,634 client accounts, 15% belong to high-net-worth clients who have at least $1 million in investable assets. Nuveen Asset Management, LLC offers a broad assortment of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fees usually are based on which services are provided. Fees charged by Nuveen Asset Management, LLC likely are comprised of any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

333 West Wacker Drive
Chicago, IL 60606

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Nuveen Asset Management, LLC Brokerage Details

Total Assets Under Management

$248,648,334,766

IL Average: $6,674,516,078
Total Number of Employees

421

IL Average: 44
Total Number of Accounts

70,634

IL Average: 2,564
Average Account Size

$3,520,236

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Nathan Stegman Work History

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

2020 - Present (4 years)

Nuveen Securities, LLC

2018 - 2020 (2 years)

Morgan Stanley

2016 - 2018 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2016 (< 1 year)

Enterprise Holdings

2016 - 2018 (2 years)

Bank Of America, N.A

2014 - 2015 (1 year)

Lids Corporation

2014 - 2016 (2 years)

University Of Louisville

2012 - 2014 (2 years)

Pizza Hut

2012 - 2014 (2 years)

Vemma Nutrition Company

*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 Nathan Stegman 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 Nuveen Asset Management, LLC

Andrew Abe
Chicago, IL
Joseph Duncker
Chicago, IL
Eugene Colter
New York, NY
Shawn Polk
Chicago, IL
Eva Calabrese
Chicago, IL
Omar Holmes
Chicago, IL
Amanda Schrama
Chicago, IL
Adrienne Frank
Chicago, IL

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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