Best Investors Account Sign in

Nathaniel More Stewart

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA

Claim This Profile
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-13
CT RA APPROVED 2025-11-22
  • TX RA
    APPROVED
    Since 2026-01-13
  • CT RA
    APPROVED
    Since 2025-11-22

Branch Locations

100 Federal St, Boston, MA 02110 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Cambridge MA 08/2025 Present
Lockheart Restaurant Wellesley MA 06/2022 08/2024
Fessenden School West Newton MA 09/2015 06/2017
Milton Academy Milton MA 08/2017 06/2021
Trinity College Hartford CT 08/2021 05/2025
Bank Of America, N.A. Cambridge MA 11/2025 Present
  • 08/2025 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Cambridge, MA
  • 06/2022 → 08/2024
    Lockheart Restaurant
    Wellesley, MA
  • 09/2015 → 06/2017
    Fessenden School
    West Newton, MA
  • 08/2017 → 06/2021
    Milton Academy
    Milton, MA
  • 08/2021 → 05/2025
    Trinity College
    Hartford, CT
  • 11/2025 → Present
    Bank Of America, N.A.
    Cambridge, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-21
  • S66 Uniform Combined State Law Examination
    2025-11-21
Other Names
  • Nathaniel M Stewart
  • Nate Stewart

View on SEC IAPD

Other Firms

COHERE CAPITAL
BAYPINE HOLDINGS LP
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.
LONGWOOD MANAGEMENT LLC
ADVENT INTERNATIONAL, L.P.
NEW HERITAGE CAPITAL, LLC
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC
NEWPATH MANAGEMENT, L.P.

Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor