Nathan Myer Shaffer
Investment adviser representative at Intellus Advisors, LLC
10 yearsExperience
1 stateRegistered in
$1.4BFirm assets
2 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
- Pension consulting
Experience
10 years in the industry.
- Intellus Advisors, LLCAug 2025 to now
- Raymond James & Associates Inc,Apr 2022 to Aug 2025
- Morgan Stanley Private Bank, N.AJan 2020 to Apr 2022
- Morgan StanleyDec 2019 to Apr 2022
- Suntrust BankMay 2019 to Dec 2019
- Maine OxyApr 2017 to May 2019
- ApplebeesJan 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Intellus Advisors, LLC
$1.4BAssets managed
1,029Clients
9Advisers
2 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
- 7205272
- Firm CRD
- 332883