Nathan Amos
Investment adviser representative at Davis Private Wealth, LLC
10 yearsExperience
1 stateRegistered in
$192.7MFirm assets
5 yearsFirm in business
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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
Experience
10 years in the industry.
- Davis Private Wealth, LLCJun 2025 to now
- Ameriprise Financial Services, LLCNov 2024 to May 2025
- Thrivent FinancialFeb 2024 to Nov 2024
- Thrivent Investment Management Inc.Feb 2024 to Nov 2024
- Amos Consulting Services LLCNov 2021 to Dec 2023
- Infinite Roofing Services LLCNov 2021 to Dec 2023
- UnemployedSep 2021 to Oct 2021
- Emerge At American ExpressFeb 2021 to Aug 2021
- GovspendNov 2020 to Jan 2021
- Land Designs of Southern FloridaJun 2019 to Sep 2020
- UnemployedJan 2019 to May 2019
- Amos Investing LLCJul 2018 to Dec 2018
- UnemployedMay 2018 to Jun 2018
- Fidelity Brokerage Services LLCDec 2016 to Apr 2018
- UnemployedOct 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Davis Private Wealth, LLC
$192.7MAssets managed
144Clients
2Advisers
5 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
- 6734998
- Firm CRD
- 285952