Nathan
Kurita
Pinnacle Wealth Advisors
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About this Advisor
Nathan Kurita is a financial advisor working out of Nashville, Tennessee who has 7 years of relevant experience. Kurita is currently employed by Pinnacle Wealth Advisors. Kurita has gained experience at Merrill Lynch and Pinnacle Wealth Advisors. Kurita holds Series 63 and Series 66 licenses, certifying them as a securities agent, and can work in Tennessee. Pinnacle Wealth Advisors is a company that has its headquarters in Nashville, TN. It controls $699 million in assets under management between its 266 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 266 customer accounts, 80% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Pinnacle Wealth Advisors offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors depend on which service is offered. Fees charged by Pinnacle Wealth Advisors most likely are 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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Pinnacle Wealth Advisors Brokerage Details
$698,752,542
4
266
$2,626,889
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Nathan Kurita Work History
Nathan has been registered as a financial advisor for 7 years.*
Pinnacle Wealth Advisors
Merrill Lynch
*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 Kurita 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 Pinnacle Wealth Advisors
Nashville, TN
Nashville, TN
Nashville, TN
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