Nathan P Moyer

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• 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

• 10/2021 → 09/2022
  Mml Investors Services, Llc
  Newtown Square, PA
• 10/2021 → 09/2022
  Mass Mutual Life Insurance Company
  Newtown Square, PA
• 05/2015 → 08/2019
  Wilmington Country Club
  Wilmington, DE
• 09/2019 → 04/2020
  Wilmington Country Club
  Wilmington, DE
• 11/2016 → 03/2020
  Horizon Riverfront Ice Skating Rink
  Wilmington, DE
• 05/2018 → 08/2018
  Creditshop Llc
  Wilmington, DE
• 09/2020 → 05/2021
  Olive Tree Cafe
  Newark, DE
• 03/2018 → 08/2018
  Grain Craft Bar And Kitchen
  Newark, DE
• 09/2011 → 06/2017
  Student
  Wilmington, DE
• 04/2020 → 09/2020
  Unemployed
  Wilmington, DE
• 05/2021 → 09/2021
  Doordash
  Wilmington, DE
• 09/2022 → Present
  Morgan Stanley Smith Barney Llc
  Greenville, DE
• 09/2022 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2022-03-17 → 2022-04-13
  Mml Investors Services, Llc
  Newtown Square, PA

Exams

• S66 Uniform Combined State Law Examination
  2022-03-11

Other Names

• Nathan Moyer
• Nate Patrick Moyer
• Nathan Patrick Moyer