Nathan
Natwick
Newedge Advisors
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About this Advisor
Nathan Natwick is a financial advisor operating out of Bismarck, North Dakota with 5 years of relevant experience. Natwick works at Newedge Advisors. During their career, Natwick has held roles at Lpl Financial LLC, Newedge Advisors, Gwm Advisors, LLC (Dba: Choice Financial Wealth Management) and Investment Centers Of America, Inc. Natwick holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Arizona, North Dakota and Texas. Newedge Advisors is a registered investment business headquartered in New Orleans, LA. The investment advisory business has offices in 99 locations and a total of 499 people on staff. It manages $13 billion in total assets between its 48,067 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 114 charitable organizations. Of its 48,067 accounts, 27% are held by high-net-worth investors who have greater than $1 million in assets. The company has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees usually depend on which services the firm provides the client. Fee types charged by Newedge Advisors can be comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Newedge Advisors Brokerage Details
$12,683,180,123
499
48,067
$263,865
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Nathan Natwick Work History
Nathan has been registered as a financial advisor for 5 years.*
Newedge Advisors
Gwm Advisors, LLC (Dba: Choice Financial Wealth Management)
Lpl Financial LLC
Investment Centers Of America, Inc
*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 Natwick 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 Newedge Advisors
New Orleans, LA
Novi, MI
Monroe, LA
New Haven, CT
New Orleans, LA
Newburyport, MA
New Orleans, LA
New Orleans, LA
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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