Nathan Asante Addo
Investment adviser representative at Private Advisor Group, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$57.7BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Private Advisor Group, LLCSep 2022 to now
- LPL FinancialSep 2022 to now
- Wells Fargo Bank, NAMar 2021 to Sep 2022
- Wells Fargo Clearing Services, LLCMar 2021 to Sep 2022
- HSBC Bank USA, N.AApr 2015 to Mar 2021
- HSBC Securities (USA) Inc.Apr 2015 to Mar 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (VA).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 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
- 5774482
- Firm CRD
- 155216