Nathan Carter Melchi
Investment adviser representative at Deerfield
10 yearsExperience
1 stateRegistered in
$1.2BFirm assets
41 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.
- DeerfieldOct 2025 to now
- LPL Enterprise, LLCNov 2024 to Oct 2025
- The Prudential Insurance Company of AmericaApr 2024 to Nov 2024
- Pruco Securities LLCMar 2024 to Nov 2024
- LPL FinancialMar 2023 to Mar 2024
- State BankApr 2022 to Apr 2023
- DoordashJan 2022 to Apr 2022
- Imb ConsultingSep 2021 to Jan 2022
- Carmel High SchoolJul 2020 to Dec 2021
- Pure Edible OilsJul 2020 to Dec 2021
- KrogerMar 2020 to Jul 2020
- Camp LaurelMay 2018 to Aug 2018
- Camp LaurelMay 2017 to Aug 2017
- Wabash CollegeAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IN).
Deerfield
Legal name: Deerfield Financial Advisors, Inc.
$1.2BAssets managed
331Clients
7Advisers
41 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
- 7703714
- Firm CRD
- 104964