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Nathaniel Lewis Burstin

Merit Financial Advisors

Alpharetta, GA

Boca Raton, FL

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Current Employers
Merit Financial Advisors

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-04-08
  • FL RA
    APPROVED
    Since 2022-04-08

Branch Locations

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

2799 Nw 2Nd Avenue Suite 101, Boca Raton, FL 33431 • 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
Incapital Llc Boca Raton FL 11/2012 09/2017
Wells Fargo Clearing Services, Llc Boca Raton FL 06/2018 01/2019
Extended Travel/Unemployeed Boca Raton FL 09/2017 06/2018
Biltmore Capital Advisors, Llc Boca Raton FL 09/2019 12/2021
Smartex Advisory Solutions West Palm Beach FL 01/2019 09/2019
Merit Financial Advisors Alpharetta GA 12/2021 Present
  • 11/2012 → 09/2017
    Incapital Llc
    Boca Raton, FL
  • 06/2018 → 01/2019
    Wells Fargo Clearing Services, Llc
    Boca Raton, FL
  • 09/2017 → 06/2018
    Extended Travel/Unemployeed
    Boca Raton, FL
  • 09/2019 → 12/2021
    Biltmore Capital Advisors, Llc
    Boca Raton, FL
  • 01/2019 → 09/2019
    Smartex Advisory Solutions
    West Palm Beach, FL
  • 12/2021 → Present
    Merit Financial Advisors
    Alpharetta, GA
Previous Registrations
  • 2019-10-04 → 2022-04-25
    Biltmore Capital Advisors
    Boca Raton, FL
  • 2019-10-04 → 2022-04-04
    Stone Creek Capital Management Llc
    Alpharetta, GA
  • 2018-07-24 → 2019-01-02
    Wells Fargo Clearing Services, Llc
    Boca Raton, FL
  • 2007-07-13 → 2011-10-20
    Rbc Capital Markets, Llc
    New York, NY
    New York, NY
    Florham Park, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-07-23
S66 Uniform Combined State Law Examination 2007-07-12
  • S65 Uniform Investment Adviser Law Examination
    2018-07-23
  • S66 Uniform Combined State Law Examination
    2007-07-12
Other Names
  • Nathaniel L Burstin

View on SEC IAPD

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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRESFUND ADVISORS

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PAUL MATTHEW DAMM
MACARTHER ROYSTER PLUMART
PAUL FRANCIS SHAUGHNESSY
BRENDAN HUGH KEELAN
DANIEL ROSS MOSKOWITZ
RHEANNON LEA BODDIE
VENZON VICENCIO AROMIN
WILLIAM CLAY TUCKER

Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

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