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Nathan Pratt Budrow

Investment adviser representative at Guardian Wealth Advisors, LLC
12 yearsYears since first job or exam
2 statesRegistered in
CFADesignation
$2.7B

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

Contact this advisor

(919) 249-1810guardian-wa.comFirm's SEC record

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

12 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Guardian Wealth Advisors, LLCJul 2021 to now
  2. Douglas Di CerboSep 2020 to Apr 2021
  3. James PettorelliSep 2020 to Apr 2021
  4. Northwestern Mutual Investment Services LLCSep 2020 to Apr 2021
  5. Douglas DicerboJun 2020 to Aug 2020
  6. James PettorelliJun 2020 to Aug 2020
  7. UnemployedJan 2020 to Jun 2020
  8. Newport Capital AdvisersSep 2014 to Jan 2020

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 2 states (MA, NC).

Guardian Wealth Advisors, LLC

$2.7B
2,262Clients
33Advisers
6 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure site.

4587292
305412
Advisor's SEC record
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