Nathan Shioji Kurita

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

• 06/2016 → 04/2025
  Pinnacle Wealth Advisors
  Nashville, TN
• 04/2025 → Present
  Raymond James Financial Services, Inc.
  Nashville, TN
• 04/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Nashville, TN
• 04/2025 → Present
  Pinnacle Financial Partners
  Nashville, TN

Previous Registrations

• 2016-06-30 → 2025-05-07
  Pinnacle Wealth Advisors
  Nashville, TN
• 2012-01-23 → 2016-07-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Franklin, TN

Other Businesses

1) Name of Business: Pinnacle Asset Management Address: 21 Platform Way S Ste 2500, Nashville, TN, 37203-0051, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/01/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor - build relationships with Pinnacle partners, seek prospects for bank and PAM offerings, meet with clients to discuss financial goals and objectives, manage client investment accounts.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-03-25
• S66 Uniform Combined State Law Examination
  2012-01-20

Other Names

• Nathan Shioji Kurita
• Nathan Kurita