Nathan
Kudla
Steward Partners Investment Advisory, LLC
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About this Advisor
Nathan Kudla is a financial advisor based out of Manchester, New Hampshire, who has 10 years of experience as a financial advisor. Kudla is on the advisory team at Steward Partners Investment Advisory, LLC. Over the course of their career, Kudla has held roles at Fidelity Investments, Santander Bank, Na, Santander Securities, LLC, Raymond James Financial Services, Inc, Steward Partners Investment Advisory, LLC and Steward Partners Global Advisory. Kudla maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to serve investors in New Hampshire. Steward Partners Investment Advisory, LLC is a registered investment company based out of Manchester, New Hampshire. The company has offices in 25 locations and a total of 224 advisors. It oversees $7 billion in total assets between its 16,315 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 25 charities and foundations. Of its 16,315 customer accounts, 62% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors vary depending on which service is offered. Fee types billed by Steward Partners Investment Advisory, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Steward Partners Investment Advisory, LLC Brokerage Details
$7,347,561,277
224
16,315
$450,356
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Nathan Kudla Work History
Nathan has 10 years of experience.
Raymond James Financial Services, Inc
Steward Partners Investment Advisory, LLC
Steward Partners Global Advisory
Santander Bank, Na
Santander Securities, LLC
Fidelity Investments
Disclosures
Nathan Kudla has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Steward Partners Investment Advisory, LLC
New York, NY
Manchester, NH
Portsmouth, NH
New York, NY
New York, NY
Paramus, NJ
Portland, ME
New York, NY
The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.