Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Krys Trotman is a financial advisor who has been in the industry since 1999. Nathan is registered with Gallagher Fiduciary Advisors, LLC and is a Certified Financial Planner. Prior to joining Gallagher Fiduciary Advisors, LLC, Nathan worked at TRIAD ADVISORS LLC, KESTRA INVESTMENT SERVICES, LLC, CPI CAPITAL, and LOCKWOOD FINANCIAL SERVICES, INC. Nathan has a broad range of experience and specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
See schedule d misc. for explanation
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
04/21/2022 - Present
Gallagher Fiduciary Advisors, LLC (Berwyn PA)
PA
03/29/2022 - 08/23/2024
TRIAD ADVISORS LLC (Berwyn PA)
NJ
06/03/2008 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Mount Laurel NJ)
NJ
03/03/2003 - 05/30/2008
CPI CAPITAL (MT. LAUREL NJ)
PA
07/12/2001 - 03/03/2003
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
NY
08/26/1999 - 06/21/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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