Nathaniel Curtis Powell

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

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

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

Current Employers

Employment History

• 01/2018 → 07/2024
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 11/2017 → 01/2018
  Aeropostale
  Noblesville, IN
• 04/2016 → 01/2018
  Jpmorgan Chase & Co
  Noblesville, IN
• 07/2014 → 03/2017
  Third Generation Pizza
  Chesterfield, IN
• 02/2025 → Present
  Truist Investment Services, Inc
  Orlando, FL
• 02/2025 → Present
  Truist Advisory Services, Inc
  Orlando, FL
• 07/2024 → 02/2025
  Unemployed
  Winter Garden, FL

Previous Registrations

• 2023-01-24 → 2024-07-18
  Fidelity Personal And Workplace Advisors
  Winter Garden, FL

Other Businesses

THE NATE POWERS LLC POSITION: Owner NATURE: Intellectual Property Holding Company INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/17/2017 ADDRESS: Winter Garden FL, United States DESCRIPTION: Making sure that all Copyrights and Trademarks are currently up to date with the Federal government.

Exams

• S66 Uniform Combined State Law Examination
  2022-12-15
• S63 Uniform Securities Agent State Law Examination
  2018-03-20

Other Names

• Nathaniel Curtis Powell
• Nathaniel Powell