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Nathan Thomas Blair

Corient

Menlo Park, CA

CRD 3130445

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Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-22
TX RA APPROVED 2026-01-21
  • CA RA
    APPROVED
    Since 2026-01-22
  • TX RA
    APPROVED
    Since 2026-01-21

Branch Locations

1550 El Camino Real Suite 200, Menlo Park, CA 94025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aetos Capital, Llc Menlo Park CA 09/2011 02/2017
Palo Alto Wealth Advisors, Llc Palo Alto CA 03/2017 01/2026
Corient Menlo Park CA 01/2026 Present
Corient Services Llc Miami FL 01/2026 Present
  • 09/2011 → 02/2017
    Aetos Capital, Llc
    Menlo Park, CA
  • 03/2017 → 01/2026
    Palo Alto Wealth Advisors, Llc
    Palo Alto, CA
  • 01/2026 → Present
    Corient
    Menlo Park, CA
  • 01/2026 → Present
    Corient Services Llc
    Miami, FL
Previous Registrations
  • 2017-04-19 → 2026-02-10
    Palo Alto Wealth Advisors, Llc
    Palo Alto, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-19
S63 Uniform Securities Agent State Law Examination 1998-11-06
  • S65 Uniform Investment Adviser Law Examination
    2017-04-19
  • S63 Uniform Securities Agent State Law Examination
    1998-11-06

View on SEC IAPD

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