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Nathaniel Quinn Bolton

Needham & Company, LLC

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About Nathaniel Quinn Bolton

Nathaniel Bolton is a financial professional with over 20 years of experience in the industry. Nathaniel has a Series 7, Series 24, Series 63, and Series 87 licenses. Currently, Nathaniel is a registered representative with Needham & Company, LLC. Nathaniel has previously worked at several firms including Oppenheimer & Co. Inc., CIBC World Markets Corp., Deutsche Bank Securities Inc., BT Alex. Brown Incorporated, and Salomon Brothers Inc. Nathaniel is registered in California, Massachusetts, and New York.

Firm Information

Nathaniel Bolton is currently registered with Needham & Company, LLC. Needham & Company, LLC is a Limited Liability Company formed in 2005 and headquartered in New York, NY. The firm provides securities research and is registered with the SEC and in all 50 states and the District of Columbia.
Needham & Company, LLC

250 PARK AVENUE

NEW YORK, NY 10177

Not reported

Assets Under Management

Not reported

Total Clients

121

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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securities research

Securities research

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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commissions

Earned based on transactions or products sold.

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other

Pursuant to csa agreements

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Nathaniel Bolton’s Registration & Firm History

NY

04/16/2004 - Present

Needham & Company, LLC (NEW YORK NY)

NY

09/04/2003 - 04/15/2004

OPPENHEIMER & CO. INC. (NEW YORK NY)

NY

06/25/1999 - 11/12/2002

CIBC WORLD MARKETS CORP. (NEW YORK NY)

NY

06/07/1999 - 07/16/1999

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

MD

12/22/1998 - 06/07/1999

BT ALEX. BROWN INCORPORATED (BALTIMORE MD)

NY

08/20/1997 - 08/11/1998

SALOMON BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/26/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/26/2009

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 08/19/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Nathaniel Quinn Bolton.
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