Nathan
Kudla

Steward Partners Investment Advisory, LLC

CRD#5637620
Investment Advisor
in Manchester, NH

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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

Series 63, Series 66

Years of Experience

10 years

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

Disclosures

No

Office Location

1155 Elm Street 4Th Floor
Manchester, NH 03101

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$7,347,561,277

NH Average: $7,464,549,021
Total Number of Employees

224

NH Average: 88
Total Number of Accounts

16,315

NH Average: 3,892
Average Account Size

$450,356

NH Average: $1,917,921

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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.

2019 - Present (2 years)

Raymond James Financial Services, Inc

2019 - Present (2 years)

Steward Partners Investment Advisory, LLC

2019 - Present (2 years)

Steward Partners Global Advisory

2018 - 2019 (1 year)

Santander Bank, Na

2018 - 2019 (1 year)

Santander Securities, LLC

2010 - 2018 (8 years)

Fidelity Investments

Disclosures

Nathan Kudla has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Steward Partners Investment Advisory, LLC

Kaitlyn Ramsay
Manchester, NH
Anita Humphrey
Clearwater, FL
Robert Baker
New York, NY
Thomas Arcidiacono
New York, NY
Linda Rozycki
New York, NY
William Gold
New York, NY
James Nylund
Portland, ME
Edmund Iannaccone
Paramus, NJ

This content was compiled from the SEC and FINRA.

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.

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