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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathaniel? Claim Your ProfileNathaniel Cone McPhail is a financial advisor at Morgan Stanley. Nathaniel has been in the financial industry since June 2006, and currently holds registrations for both Broker-Dealer and Investment Adviser activities in various states across the U.S. Prior to joining Morgan Stanley, Nathaniel was a registered representative at Robertson Stephens Securities. He has also worked at other financial institutions such as Purshe Kaplan Sterling Investments and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Nathaniel is a highly experienced financial advisor who is committed to providing his clients with the highest quality of service.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
04/23/2020 - Present
Morgan Stanley (San Francisco CA)
CA
06/24/2014 - 05/18/2015
ROBERTSON STEPHENS SECURITIES (SAN FRANCISCO CA)
CA
10/03/2013 - 07/01/2014
PURSHE KAPLAN STERLING INVESTMENTS (SAN FRANCISCO CA)
NY
08/27/2002 - 07/19/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
09/01/1998 - 08/01/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
CA
02/10/1998 - 09/01/1998
BANCAMERICA ROBERTSON STEPHENS (SAN FRANCISCO CA)
BOTH
Issued 10/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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