Nathaniel Curtis Powell
Investment adviser representative at Truist Advisory Services, Inc.
12 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Truist Advisory Services, Inc.Feb 2025 to now
- Truist Investment Services, IncFeb 2025 to now
- UnemployedJul 2024 to Feb 2025
- Fidelity Brokerage Services LLCJan 2018 to Jul 2024
- AeropostaleNov 2017 to Jan 2018
- JPMorgan Chase & CoApr 2016 to Jan 2018
- Third Generation PizzaJul 2014 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 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
- 6908740
- Firm CRD
- 283390