Nathaniel Russell Morgan
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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
- Seminars and workshops
Experience
10 years in the industry.
- Cetera Investment Advisers LLCJul 2025 to now
- Cetera Financial Specialists LLCFeb 2025 to now
- Grant Street GroupMar 2023 to now
- Cetera Financial Specialists LLCDec 2022 to Mar 2023
- Patriot Financial GroupNov 2022 to Mar 2023
- Securities America, Inc.Jul 2022 to Dec 2022
- UnemployedMar 2022 to Apr 2022
- Mapfre USADec 2019 to Mar 2022
- The Hanover Insurance GroupJun 2018 to Dec 2019
- UnemployedMay 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NH).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 7603232
- Firm CRD
- 105644