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Nathan Shioji Kurita

Pinnacle Wealth Advisors

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About Nathan Shioji Kurita

Nathan Kurita is an investment advisor representative registered with Pinnacle Wealth Advisors. Nathan has been in the industry for over 10 years, and has experience with various firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bear, Stearns & Co. Inc. and Morgan Keegan & Company, Inc. Nathan is licensed to provide investment advice in Florida and Tennessee. Pinnacle Wealth Advisors is an SEC-registered investment advisor firm that provides a range of services to individual and institutional clients, including financial planning, portfolio management, and selection of other advisors. They are based in Nashville, TN.

Firm Information

Nathan Kurita is currently registered with Pinnacle Wealth Advisors. Pinnacle Wealth Advisors is a Nashville, TN-based wealth management firm with $817 million in regulatory assets under management. The firm provides financial planning and portfolio management services to a variety of clients, including high-net-worth individuals, corporations, banking institutions, and charitable organizations. Pinnacle Wealth Advisors offers a wrap fee program and has a team of 5 investment adviser representatives and 2 registered representatives.
Pinnacle Wealth Advisors

150 THIRD AVENUE SOUTH

NASHVILLE, TN 37201

$817.02M

Assets Under Management

Not reported

Total Clients

5

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Nathan Kurita’s Registration & Firm History

TN

06/30/2016 - Present

Pinnacle Wealth Advisors (NASHVILLE TN)

TN

01/04/2012 - 07/01/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRANKLIN TN)

NY

06/12/2006 - 06/17/2008

BEAR, STEARNS & CO. INC. (NEW YORK NY)

TN

09/09/2002 - 11/18/2004

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

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Licenses & Designations

BOTH

Issued 01/20/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/28/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/01/2016

SIE - Securities Industry Essentials Examination

BC

Issued 01/03/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathan Shioji Kurita.
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