Nathan S Harris

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

• 04/2008 → 11/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Frederick, MD
• 06/2011 → 11/2021
  Bank Of America, N.A.
  Frederick, MD
• 11/2021 → Present
  Raymond James Financial Services, Inc
  Frederick, MD
• 11/2021 → Present
  Raymond James Financial Services Advisors, Inc
  Frederick, MD
• 11/2021 → 03/2023
  Concurrent Advisors
  Frederick, MD

Previous Registrations

• 2008-07-10 → 2021-11-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Frederick, MD
  Frederick, MD

Other Businesses

(1)Name of Business: Matthew Suszan Inc Address: 199 W Brown St Ste 250, Birmingham, MI, 48009, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/11/2014 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 support company for tax purposes.

Exams

• S66 Uniform Combined State Law Examination
  2008-07-02

Other Names

• Nathan Stewart Harris
• Nate Harris