Nathaniel Houghton Shaw

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → Present
  Raymond James Financial Services
  Bedford, NH
• 05/2011 → Present
  Raymond James Financial Services Advisors, Inc
  Bedford, NH

Previous Registrations

• 2005-07-13 → 2011-05-06
  Citizens Securities, Inc.
  Goffstown, NH
  Hooksett, NH
  Milford, NH
  Goffstown, NH
  Milford, NH
  Goffstown, NH
  Manchester, NH

Other Businesses

(1)Name of Business: Address: 176 Route 101 Unit B2, Bedford, NH, 03110-5418, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 04/16/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Fixed annuity transactions (2)Name of Business: 176 Rt 101 Unit 1A LLC Address: 176 rt 101 Unit 1A, Bedford , NH, 03110, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 12/31/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: Bloom and Barrell LLC Address: 729 Craney Hill Rd , Henniker , NH, 03242, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/05/2026 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: member owner operator (4)Name of Business: Kiersten Rose Realty Trust Address: 176 Rt 101 Unit B2 Bedford, NH 03110, bedford , NH, 03110, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 01/02/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: partner (5)Name of Business: Medicare Solutions LLC Address: 176 Route 101 Unit B2, Bedford, NH, 03110-5418, United States Activity Type: Non-variable Insurance Position/Title: Owner Investment Related: Yes Start Date: 03/09/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Passive owner helping producers run the business and providing referrals (6)Name of Business: Nathaniel H. Shaw Address: 16 Hope Ave , Concord , NH, 03301, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/31/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Collect rents manage property (7)Name of Business: NH Bookkeeping Services LLC Address: 176 Rt 101 Unit B1a, Bedford , 03110, NH , United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 05/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Mentorship of manager, business planning, strategic partnership (8)Name of Business: Paquette & Shaw Financial Group LLC. Address: 176 Route 101 Unit B2, Bedford, NH, 03110, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/02/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Part owner of support (9)Name of Business: Sea Escape LLC Address: 138 Village Green , Henniker , NH, 03242, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of Rental Real Estate

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-07-12
• S63 Uniform Securities Agent State Law Examination
  2001-09-11

Designations

• Certified Financial Planner

Other Names

• Nate Houghton Shaw