Nathan Pratt Budrow

Employer firm

Guardian Wealth Advisors, LLC CRD 305412

$2.74B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• CONSULTING

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

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

Current Employers

Employment History

• 01/2020 → 06/2020
  Unemployed
  Boston, MA
• 09/2014 → 01/2020
  Newport Capital Advisers
  Quincy, MA
• 06/2020 → 08/2020
  Douglas Dicerbo
  Boston, MA
• 06/2020 → 08/2020
  James Pettorelli
  Boston, MA
• 09/2020 → 04/2021
  James Pettorelli
  Boston, MA
• 09/2020 → 04/2021
  Douglas Di Cerbo
  Boston, MA
• 09/2020 → 04/2021
  Northwestern Mutual Investment Services Llc
  Boston, MA
• 07/2021 → Present
  Guardian Wealth Advisors,Llc
  Raleigh, NC

Previous Registrations

• 2021-03-11 → 2021-04-29
  Northwestern Mutual Investment Services, Llc
  Boston, MA
• 2014-10-06 → 2019-12-31
  Newport Capital Advisers Llc
  North Quincy, MA
• 2012-10-02 → 2013-05-01
  Nefpg
  Burlington, MA
• 2003-03-27 → 2003-12-09
  Eastern Point Advisors Inc.
  Topsfield, MA

Exams

• S66 Uniform Combined State Law Examination
  2020-11-24

Designations

• Chartered Financial Analyst

Other Names

• Nathan Pratt Budrow
• Nathan P Budrow
• Nate Budrow