Robert George Nathan
Investment adviser representative at Anchor Bay Private Wealth LLC
29 yearsExperience
1 stateRegistered in
$51.7MFirm assets
3 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
29 years in the industry.
- Anchor Bay Private Wealth LLCAug 2023 to now
- Anchor Bay Capital, Inc.May 2023 to now
- PrintoneJan 1997 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Anchor Bay Private Wealth LLC
$51.7MAssets managed
59Clients
5Advisers
3 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
- 7746245
- Firm CRD
- 327418