Nathan
Garofalo

Hunter Associates LLC

CRD#7567154
Investment Advisor
in Salem, OH

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About this Advisor

Nathan Garofalo is a financial advisor based in Salem, Ohio, working with Hunter Associates LLC. Nathan has previously held positions at Hunter Associates, Mary'S Pizza, Libb Company, Premier Bank, Motto Mortgage, Robertson Heating Supply, and Full Time Education. Nathan has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Nathan is part of Hunter Associates LLC, which operates out of Salem, Ohio. The firm has 1 office and 13 employees. The firm manages assets totaling $1.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Hunter Associates LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

120 W. Second Street
Salem, OH 44460

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Hunter Associates LLC Brokerage Details

Total Assets Under Management

$1,012,542,712

OH Average: $15,833,994,310
Total Number of Employees

13

OH Average: 41
Total Number of Accounts

1,911

OH Average: 3,342
Average Account Size

$529,850

OH Average: $4,737,880

Investment Advisory Services

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

Nathan Garofalo Work History

2022 - Present (2 years)

Hunter Associates

2014 - Present (10 years)

Mary'S Pizza

2021 - 2022 (1 year)

Libb Company

2020 - 2020 (< 1 year)

Premier Bank

2019 - 2020 (1 year)

Motto Mortgage

2018 - 2019 (1 year)

Robertson Heating Supply

2014 - 2018 (4 years)

Full Time Education

Disclosures

Please visit the SEC profile of Nathan Garofalo 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 Hunter Associates LLC

Nathan Garofalo
Salem, OH
Robert Daniel
Pittsburgh, PA
Daniel Scarpitti
Salem, OH
John Mcculloch
Pittsburgh, PA
Douglas Finley
Pittsburgh, PA
Jodi Powers
Pittsburgh, PA
Robert Mcculloch
Pittsburgh, PA
John Scarpitti
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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