Nathaniel Jacob Gozlan
Investment adviser representative at Capital Client Group, Inc.
11 yearsExperience
1 stateRegistered in
$0Firm assets
13 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.
Other
Experience
11 years in the industry.
- Capital Client Group, Inc.Jul 2024 to now
- Capital Group / Capital Client Group, Inc.Jul 2024 to now
- Raymond James Investment / Carillon Fund Distributors, Inc.Mar 2024 to Jun 2024
- Raymond James Investment Mgmt / Raymond James & Associates, Inc.Apr 2022 to Mar 2024
- Dalton Wade Real Estate Group / Gozlan Realty Inc.Jun 2021 to Apr 2022
- Mark Spain Real EstateMar 2021 to Jun 2021
- UnemployedJan 2020 to Mar 2021
- The Hacienda So. / Lowell Herb Co.Jan 2019 to Jan 2020
- Ng PhotographyJun 2017 to Jan 2019
- Eckerd CollegeAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Capital Client Group, Inc.
$0Assets managed
0Clients
606Advisers
13 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
- 7530918
- Firm CRD
- 6247