Nathan Andrew Garofalo

Employer firm

Hunter Associates LLC CRD 30177

$1.34B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• MANAGER OF MANAGERS

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

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

Current Employers

Employment History

• 05/2022 → Present
  Hunter Associates
  Salem, OH
• 05/2014 → Present
  Mary's Pizza
  Lisbon, OH
• 05/2021 → 02/2022
  Libb Company
  Lewis Center, OH
• 08/2020 → 08/2020
  Premier Bank
  Youngstown, OH
• 10/2019 → 04/2020
  Motto Mortgage
  Columbiana, OH
• 05/2018 → 10/2019
  Robertson Heating Supply
  Alliance, OH
• 08/2014 → 05/2018
  Full Time Education
  Alliance, OH

Other Businesses

1. Mary's Pizza; non-investment related; 301 N Beaver St. Lisbon, OH 44432; Restaurant; Line cook; 05/2014; 20-24 hours, all on Saturdays; 0 hours during trading hours; I put toppings on pizza. I put toppings on sandwiches. 2. Independent Insurance Agent; investment related; Branch Office-120 W. 2nd Street PO Box 769 Salem, Ohio 44460; sale of insurance products; insurance agent; May 2023; 5-10 hours/month all during trading hours; sale of non-variable life, health, annuity and/or disability income insurance products

Exams

• S66 Uniform Combined State Law Examination
  2022-10-07

Designations

• Certified Financial Planner

Other Names

• Nathan Andrew Garofolo