Nathaniel Russell Morgan

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 07/2022 → 12/2022
  Securities America, Inc.
  Lebanon, NH
• 03/2022 → 04/2022
  Unemployed
  Lebanon, NH
• 12/2019 → 03/2022
  Mapfre Usa
  Webster, MA
• 06/2018 → 12/2019
  The Hanover Insurance Group
  Worcester, MA
• 05/2016 → 05/2018
  Unemployed
  Lebanon, NH
• 11/2022 → 03/2023
  Patriot Financial Group
  Lebanon, NH
• 12/2022 → 03/2023
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 02/2025 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 03/2023 → Present
  Grant Street Group
  Pittsburgh, PA
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1) GRANT STREET GROUP; PITTSBURGH, PA; NON-INVESTMENT RELATED; SOFTWARE DEVELOPER; DEVELOP SOFTWARE FOR CA COUNTY TAX COLLECTOR; 160 HRS/MO; SINCE 03/06/2023

Exams

• S66 Uniform Combined State Law Examination
  2025-07-11