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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 Hawthorne Byrd is a registered representative and investment advisor representative with Morgan Stanley. Nathaniel Byrd has been in the securities industry since 1998. Nathaniel Byrd is registered with the state of Maryland as a broker-dealer and investment advisor representative. Nathaniel Byrd is also registered with the state of Virginia as a broker-dealer. Nathaniel Byrd's firm, Morgan Stanley, is headquartered in Purchase, New York and has over $1 trillion in assets under management. Nathaniel Byrd specializes in portfolio management, financial planning, and pension consulting.
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
MD
07/06/2011 - Present
Morgan Stanley (Annapolis MD)
NY
04/02/2004 - 03/20/2006
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
05/01/2001 - 03/03/2004
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
06/30/1998 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 11/27/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/29/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2010
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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