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Nathan M Boxx

Fort Pitt Capital Group, LLC

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About Nathan M Boxx

Nathan Boxx is an investment advisor representative at Fort Pitt Capital Group, LLC with a focus on financial planning, portfolio management, and insurance solutions. Nathan has been with the firm since May 2013. Nathan is a Certified Financial Planner and holds the Series 7 and Series 63 licenses. Nathan has experience working with individuals, high-net-worth individuals, corporations, pension and profit sharing plans, charitable organizations and insurance companies. Prior to joining Fort Pitt Capital Group, Nathan worked at MBSC, LLC in New York, NY from July 2004 to January 2006.

Firm Information

Nathan Boxx is currently registered with Fort Pitt Capital Group, LLC. Fort Pitt Capital Group, LLC is an investment advisory firm headquartered in Pittsburgh, PA. With over 26 investment adviser representatives and 47 investment advisory functions, the firm manages over $5 billion in assets for a diverse client base, including individuals, corporations, charitable organizations, and pension plans. They offer a range of financial planning and advisory services, including credit and cash management solutions, insurance solutions, and portfolio management for individuals, businesses, and investment companies.
Fort Pitt Capital Group, LLC

680 ANDERSEN DRIVE

PITTSBURGH, PA 15220

$5.16B

Assets Under Management

90

Total Clients

24

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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credit and cash management solutions; insurance solutions

Credit and cash management solutions; insurance solutions

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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other

Revenue sharing with our affiliate, focus risk solutions

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Nathan Boxx’s Registration & Firm History

PA

09/25/2015 - Present

Fort Pitt Capital Group, LLC (PITTSBURGH PA)

NY

07/20/2004 - 01/11/2006

MBSC, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/10/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/19/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathan M Boxx.
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