Nathaniel
Simkins
Platform Technology Partners
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About this Advisor
Nathaniel Simkins is a financial advisor who works out of New York, New York with 1 year of industry experience. Simkins is an employee of Platform Technology Partners. Over the course of their career, Simkins has held roles at Company Blue Beech, LLC, Peachtree Investment Solutions, Ursula Capital Partners Lp, Horse Creek Trust LLC and Monarch Private Capital. Simkins maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to operate in Georgia and New York. Platform Technology Partners is a financial advisory firm operating out of New York, NY. It has a total of 12 employees. It has $648 million in total assets across its 1,398 customer accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 1,398 client accounts, 24% belong to high-net-worth clients who have greater than $1 million in assets. Platform Technology Partners performs a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services depend on which services the firm provides the client. Fee types billed by Platform Technology Partners can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Platform Technology Partners Brokerage Details
$648,283,133
12
1,398
$463,722
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Nathaniel Simkins Work History
Nathaniel has been registered as a financial advisor for 1 years.*
Monarch Private Capital
Ursula Capital Partners Lp
Horse Creek Trust LLC
Company Blue Beech, LLC
Peachtree Investment Solutions
*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 Nathaniel Simkins 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 Platform Technology Partners
Woodbury, NY
New York, NY
New York, NY
Woodbury, NY
Woodbury, NY
Woodbury, NY
New York, NY
New York, NY
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