Best Investors
Account
Sign in
Best Investors
Account
Sign in
200 Plaza Drive First Floor Suite 102, Secaucus, NJ 07094 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-07-10 |
Branch Locations
1027 Commonwealth Avenue, Boston, MA 02215 • United States
200 Clarendon Street, Boston, MA 02215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keenan Financial | Boston | MA | 09/2024 | Present |
| Ithaca High School | Ithaca | NY | 05/2015 | 06/2020 |
| Boston University | Boston | MA | 09/2020 | 05/2024 |
| Tompkins Financial | Ithaca | NY | 05/2022 | 08/2022 |
| Tapfin/Ey | Boston | MA | 06/2025 | Present |
| Flywire | Boston | MA | 01/2023 | 05/2025 |
| Keenan Financial | Boston | MA | 04/2024 | 11/2024 |
The principal business of Nathaniel Adams is that of an investment adviser representative and provider of financial planning services. Nathaniel Adams is also an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Keenan Financial always acts in the best interest of the client, including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of Keenan Financial in connection with such individual's activities outside of Keenan Financial. Nathaniel Adams spends approximately five hours per month on this activity, none during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-17 |
Reach out to this advisor