Nathan Ross Hoyt

Employer firm

Regent Peak Wealth Advisors, LLC CRD 298259

$786M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2011 → 05/2019
  Bank Of America, N.A.
  Atlanta, GA
• 05/2019 → Present
  Regent Peak Wealth Advisors
  Atlanta, GA
• 05/2019 → 09/2020
  Purshe Kaplan Sterling Investments, Inc
  Albany, NY

Previous Registrations

• 2008-05-14 → 2019-05-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 2006-06-29 → 2006-09-22
  Waddell & Reed
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2006-06-27

Designations

• Certified Financial Planner

Other Names

• Nathan Ross Hoyt
• Nathan Hoyt