Nathaniel Phillip Carswell
Investment adviser representative at Forthright Capital
10 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$107.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Forthright CapitalDec 2023 to now
- Forthright Capital AdvisoryNov 2023 to now
- Onedigital Investment Advisors LLCAug 2023 to Nov 2023
- Triad Financial Advisors, Inc.Sep 2018 to Nov 2023
- Morton Wealth ManagementOct 2013 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 6 states (MA, NC, NJ, NY, PA, RI).
Forthright Capital
Legal name: Forthright Capital Advisory LLC
$107.7MAssets managed
987Clients
19Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5141661
- Firm CRD
- 323596