Nathan Daniel D'erminio
Investment adviser representative at Principal Advised Services
12 yearsExperience
2 statesRegistered in
$1.4BFirm assets
7 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Principal Advised ServicesJul 2026 to now
- Principal BankJul 2026 to now
- Principal Life Insurance CompanyJul 2026 to now
- Principal Securities, Inc.Apr 2026 to now
- Associate StaffingApr 2026 to Jul 2026
- UnemployedDec 2025 to Apr 2026
- Home DepotMay 2022 to Aug 2022
- University of North Carolina CharlotteAug 2021 to Dec 2025
- Port City GymnasticsSep 2020 to Jun 2021
- Citrus CansJan 2020 to Dec 2023
- Which WichJan 2019 to Mar 2019
- Hoggard High SchoolAug 2018 to Aug 2021
- Coastal Christian High SchoolAug 2017 to Aug 2018
- Roland Grise Middle SchoolAug 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (IA, NC).
Principal Advised Services
Legal name: Principal Advised Services, LLC
$1.4BAssets managed
23,164Clients
231Advisers
7 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
- 8242451
- Firm CRD
- 297324