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Nathan Myer Shaffer

Intellus Advisors, LLC

Naples, FL

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Current Employers
Intellus Advisors, Llc

8625 Tamiami Trail N. Suite 301, Naples, FL 34108 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-10
  • FL RA
    APPROVED
    Since 2025-09-10

Branch Locations

8625 Tamiami Trail N. Suite 301, Naples, FL 34108 • 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
Morgan Stanley Naples FL 12/2019 04/2022
Suntrust Bank Estero FL 05/2019 12/2019
Maine Oxy Auburn ME 04/2017 05/2019
Applebees Wyomissing PA 01/2016 04/2017
Morgan Stanley Private Bank, N.A New York NY 01/2020 04/2022
Raymond James & Associates Inc, Naples FL 04/2022 08/2025
Intellus Advisors Naples FL 08/2025 Present
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-02
  • S66 Uniform Combined State Law Examination
    2020-03-02
Other Names
  • Nathan Shaffer

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
NTV FRONTIER MANAGEMENT

Other Investors

JENNIFER ERNA MCMANUS
RUDINA RUCI
SALWA AMEEN
SAEGER CAY OLSEN
MIGUEL ALEJANDRO ALVAREZ
Manuel Espinosa
Ethan Nathaniel Stern
DAVID MATTHEW WHITTAKER

Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

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