Nathan Thomas Mcduffee

Employer firm

Oliver Wealth Management CRD 314867

$340M regulatory AUM 7 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2019 → 01/2023
  Akers Financial Group
  Forest Hill, MD
• 08/2015 → 03/2019
  Sherwin-Williams Company
  Highland Park, IL
• 03/2019 → 07/2019
  Unemployed
  Baltimore, MD
• 02/2023 → Present
  Oliver Wealth Management
  Towson, MD
• 08/2022 → 01/2023
  Arkadios Wealth Advisors
  Forest Hill, MD
• 02/2020 → 11/2022
  Kalos Management
  Forest Hill, MD

Previous Registrations

• 2022-08-16 → 2023-01-09
  Arkadios Wealth Advisors
  Forest Hill, MD
• 2020-02-11 → 2022-11-04
  Kalos Management
  Forest Hill, MD
  Ponte Vedra Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2019-10-03

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Nathan Mcduffee