Nathan Myer Shaffer

Employer firm

Intellus Advisors, LLC CRD 332883

$1.35B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 12/2019 → 04/2022
  Morgan Stanley
  Naples, FL
• 05/2019 → 12/2019
  Suntrust Bank
  Estero, FL
• 04/2017 → 05/2019
  Maine Oxy
  Auburn, ME
• 01/2016 → 04/2017
  Applebees
  Wyomissing, PA
• 01/2020 → 04/2022
  Morgan Stanley Private Bank, N.A
  New York, NY
• 04/2022 → 08/2025
  Raymond James & Associates Inc,
  Naples, FL
• 08/2025 → Present
  Intellus Advisors
  Naples, FL

Previous Registrations

• 2022-04-21 → 2025-08-08
  Raymond James & Associates, Inc.
  Naples, FL
• 2020-03-03 → 2022-04-07
  Morgan Stanley
  Naples, FL

Exams

• S66 Uniform Combined State Law Examination
  2020-03-02

Other Names

• Nathan Shaffer