Nathan Douglas O'STeen

Employer firm

Integrated Advisors Network LLC CRD 171991

$5.52B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2015 → 10/2016
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Asheville, NC
• 01/2016 → 10/2016
  Bank Of America, N.A.
  Asheville, NC
• 03/2017 → 04/2017
  Aspire Private Capital
  Cornelius, NC
• 10/2016 → 03/2017
  Unemployed
  Asheville, NC
• 06/2017 → 12/2019
  W. Wall And Company Inc
  Asheville, NC
• 01/2020 → Present
  Integrated Advisors Network, Llc Dba Capital City
  Dallas, TX
• 01/2020 → Present
  Capital City Financial Partners
  Asheville, NC

Previous Registrations

• 2017-11-22 → 2020-01-10
  W.WAll And Company, Inc.
  Asheville, NC
• 2017-03-29 → 2017-05-11
  Aspire Private Capital
  Cornelius, NC
• 2015-11-19 → 2016-10-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Asheville, NC

Other Businesses

Mr. O'Steen is also a tax advisor. Mr. O'Steen spends less than 10 percent of his time acting in that capacity. 2 - Capital City Financial Partners, DBA, Financial Advisor, 40 hours, Investment Related, 1200 Ridgefield Boulevard, Suite 261, Asheville, NC 28806

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-11-18
• S63 Uniform Securities Agent State Law Examination
  2015-02-16

Other Names

• Nate O'STeen
• Nathan Douglas O'STeen
• Nathan Douglas Osteen