Nathaniel Lewis Burstin

Employer firm

Merit Financial Advisors CRD 142457

$23.9B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 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

• S65 Uniform Investment Adviser Law Examination
  2018-07-23
• S66 Uniform Combined State Law Examination
  2007-07-12

Other Names

• Nathaniel L Burstin