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Nathan Richard Robertson

Harris Williams

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About Nathan Richard Robertson

Nathan Robertson is a financial advisor with Harris Williams. Nathan is registered with the state of Virginia and holds the Series 7, Series 79, and SIE licenses. Nathan has been working in the financial industry since 2010 and has previously worked at SunTrust Robinson Humphrey, Inc. and Mercer Allied Company, L.P.

Firm Information

Nathan Robertson is currently registered with Harris Williams. Harris Williams is a Limited Liability Company that was formed in 2006. The firm is registered in 38 states and is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

270

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 Robertson’s Registration & Firm History

VA

06/29/2015 - Present

Harris Williams (RICHMOND VA)

VA

06/10/2014 - 08/11/2014

HARRIS WILLIAMS & CO. (RICHMOND VA)

GA

09/27/2011 - 08/14/2013

SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)

GA

12/15/2010 - 09/06/2011

MERCER ALLIED COMPANY, L.P. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 07/05/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/2011

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 12/14/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathan Richard Robertson.
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