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Nathan Aaron Bay

Keystone Financial Group, LLC

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About Nathan Aaron Bay

Nathan Aaron Bay is a registered representative with Keystone Financial Group, LLC. Nathan has been in the financial services industry since 2012 and is licensed to sell securities in Colorado, Florida, and Kentucky. Nathan specializes in providing financial planning and investment advice to individuals and businesses. Nathan is also registered as an investment advisor representative with Keystone Financial Group, LLC.

Firm Information

Nathan Bay is currently registered with Keystone Financial Group, LLC. Keystone Financial Group, LLC is an investment advisor headquartered in LEXINGTON, KY. The firm has 33 licensed agents, and its regulatory assets under management (AUM) are $1,509,725,992. Keystone Financial Group, LLC provides financial planning, portfolio management for individuals, and educational seminars. The firm caters to individuals (both high-net-worth and other), corporations or other businesses, and charitable organizations.
Keystone Financial Group, LLC

527 WELLINGTON WAY, STE 225

LEXINGTON, KY 40503

$1.51B

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Nathan Bay’s Registration & Firm History

KY

01/06/2025 - Present

Keystone Financial Group, LLC (LEXINGTON KY)

KY

12/10/2018 - 06/16/2023

CUSO FINANCIAL SERVICES, L.P. (Lexington KY)

KY

11/17/2015 - 12/11/2018

THRIVENT INVESTMENT MANAGEMENT INC. (Lexington KY)

OH

05/18/2001 - 07/11/2003

FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)

IL

04/16/1998 - 08/18/1999

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 12/07/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/09/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/2015

Series 7 - General Securities Representative Examination

BC

Issued 04/09/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathan Aaron Bay.
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