Nathaniel Phillip Carswell

Employer firm

Forthright Capital CRD 323596

$108M 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

• 09/2018 → 11/2023
  Triad Financial Advisors, Inc.
  Greensboro, NC
• 10/2013 → 08/2018
  Morton Wealth Management
  Greensboro, NC
• 08/2023 → 11/2023
  Onedigital Investment Advisors Llc
  Overland Park, KS
• 11/2023 → Present
  Forthright Capital Advisory
  Las Vegas, NV

Previous Registrations

• 2018-09-10 → 2023-12-01
  Triad Financial Advisors, Inc.
  Greensboro, NC
• 2013-11-25 → 2018-12-31
  Morton Wealth Management Llc
  Greensboro, NC
• 2009-03-31 → 2013-10-10
  Thrivent Investment Management Inc.
  Kernersville, NC
  Howey In The Hills, FL
• 2007-07-30 → 2009-03-30
  First Command Brokerage Services, Inc.
  Kernersville, NC
  Fayetteville, NC
• 2007-02-28 → 2007-04-18
  Edward Jones
  St Louis, MO
  Statesville, NC

Exams

• S66 Uniform Combined State Law Examination
  2007-02-16

Designations

• Certified Financial Planner