Nathaniel Martin Woods

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 01/2023 → 08/2025
  Morgan Stanley
  Tampa, FL
• 04/2020 → 03/2023
  Danforth Communications, Llc
  Tampa, FL
• 09/2021 → 01/2022
  Obscurity Brewing
  Elburn, IL
• 02/2019 → 04/2019
  Dicks Sporting Goods
  Muncie, IN
• 04/2019 → 09/2021
  Dicks Sporting Goods
  Geneva, IL
• 08/2016 → 07/2020
  Ball State University
  Muncie, IN
• 05/2018 → 08/2018
  Appalachia Service Project
  Remote Locations, KY
• 05/2017 → 05/2018
  The Home Depot
  Geneva, IL
• 02/2017 → 05/2017
  Ball State University
  Muncie, IN
• 11/2025 → Present
  Raymond James Financial Services, Inc.
  Tampa, FL
• 08/2025 → 11/2025
  Ghekko Networks Inc
  Clearwater, FL
• 11/2025 → Present
  Waller & Wax Advisors Inc.
  Tampa, FL
• 11/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2025-07-10 → 2025-08-22
  Morgan Stanley
  Tampa, FL

Other Businesses

(1)Name of Business: Waller & Wax Advisors Inc. Address: 3010 W Azeele St Ste 120, Tampa, FL, 33609-3576, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/03/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Relationship Manager - assisting clients and advisors with daily tasks

Exams

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

Other Names

• Nate Martin Woods
• Nathaniel M Woods