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Nathan Quinn Christofferson

Parametric Portfolio Associates

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About Nathan Quinn Christofferson

Nathan Quinn Christofferson is a registered investment advisor representative with Parametric Portfolio Associates. Nathan has been in the industry since 2013 and holds the Series 66, Series 7 and SIE licenses. Nathan is registered to provide investment advice in Delaware, District of Columbia, Illinois, Indiana, Maryland, Michigan, New Jersey, New York, Ohio, Pennsylvania, Virginia, Washington, West Virginia, and Wisconsin. Before joining Parametric Portfolio Associates, Nathan was associated with Thrivent Investment Management Inc. and Eaton Vance Distributors, Inc. Nathan has a diverse client base that includes high-net-worth individuals, corporations, investment companies, charitable organizations, and pooled investment vehicles.

Firm Information

Nathan Christofferson is currently registered with Parametric Portfolio Associates. Parametric Portfolio Associates is an investment advisor with offices in Seattle, Washington. They manage a range of investment portfolios for a diverse clientele, including individuals, families, corporations, and institutions. They have over $475 billion in regulatory assets under management. They offer a variety of investment advisory services, including portfolio management for individuals, families, businesses, and institutions, as well as portfolio management for pooled investment vehicles and investment companies. They also participate in wrap fee programs.
Parametric Portfolio Associates

800 FIFTH AVENUE

SEATTLE, WA 98104

$475.09B

Assets Under Management

Not reported

Total Clients

7

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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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.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Nathan Christofferson’s Registration & Firm History

WA

09/05/2017 - Present

Parametric Portfolio Associates (SEATTLE WA)

WA

05/22/2013 - 09/21/2015

THRIVENT INVESTMENT MANAGEMENT INC. (BELLEVUE WA)

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Licenses & Designations

BOTH

Issued 06/07/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathan Quinn Christofferson.
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