Nathan Edward Wyman

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-08-06
FL	RA	APPROVED	2026-07-30

Branch Locations

11200 State Rd 64 E, Bradenton, FL 34212 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Bank Of America, N.A.	Bradenton	FL	05/2026	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Bradenton	FL	04/2026	Present
Wells Fargo	Bradenton	FL	05/2025	04/2026
Walmart	Bradenton	FL	11/2024	05/2025
Walmart	Palmyra	ME	09/2022	11/2024
None (Unemployed)	Dexter	ME	06/2021	09/2022
Puritan Medical Products	Guilford	ME	07/2018	06/2021
None (Unemployed)	Dexter	ME	07/2017	07/2018
Puritan Medical Products	Guilford	ME	09/2015	07/2017

05/2026 → Present

Bank Of America, N.A.

Bradenton, FL
04/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bradenton, FL
05/2025 → 04/2026

Wells Fargo

Bradenton, FL
11/2024 → 05/2025

Walmart

Bradenton, FL
09/2022 → 11/2024

Walmart

Palmyra, ME
06/2021 → 09/2022

None (Unemployed)

Dexter, ME
07/2018 → 06/2021

Puritan Medical Products

Guilford, ME
07/2017 → 07/2018

None (Unemployed)

Dexter, ME
09/2015 → 07/2017

Puritan Medical Products

Guilford, ME

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-05