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Nathan Daniel Perkins

FMI Capital Advisors, Inc.

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About Nathan Daniel Perkins

Nathan Perkins is a financial advisor with FMI Capital Advisors, Inc. in Raleigh, North Carolina. Nathan has been in the financial industry since 2008 and has a wide range of experience in various areas, including investment banking. Nathan's experience includes previous roles at Synergy Capital I, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Nathan holds Series 63, 66, 7, 31, 79TO and SIE licenses.

Firm Information

Nathan Perkins is currently registered with FMI Capital Advisors, Inc.. FMI Capital Advisors, Inc. is a corporation formed on July 30, 1999. It is registered in California, Colorado, Florida, North Carolina, and Texas, and is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

52

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.

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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Nathan Perkins’s Registration & Firm History

NC

01/19/2023 - Present

FMI Capital Advisors, Inc. (RALEIGH NC)

NY

01/28/2015 - 01/16/2017

SYNERGY CAPITAL I, LLC (NEW YORK NY)

DC

06/19/2009 - 10/03/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)

DC

06/01/2009 - 06/22/2009

MORGAN STANLEY SMITH BARNEY (WASHINGTON DC)

DC

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (WASHINGTON DC)

DC

01/01/2002 - 04/02/2007

MORGAN STANLEY DW INC. (WASHINGTON DC)

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Licenses & Designations

BC

Issued 02/17/2023

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 01/14/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/19/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 07/12/2022

SIE - Securities Industry Essentials Examination

BC

Issued 01/02/2002

Series 31 - Futures Managed Funds Examination

BC

Issued 12/27/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathan Daniel Perkins.
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