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Nathan J Van Dell

Morgan Stanley

Menlo Park, CA

CRD 7886096

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-12
CA RA APPROVED 2024-07-04
  • TX RA
    APPROVED
    Since 2024-07-12
  • CA RA
    APPROVED
    Since 2024-07-04

Branch Locations

2775 Sand Hill Road Suite 120, Menlo Park, CA 94025 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Menlo Park CA 03/2024 Present
Peninsula Community Center Redwood City CA 05/2016 03/2024
John Mills Woodside CA 01/2023 03/2023
United States Tennis Association Spokane WA 12/2021 05/2022
United States Tennis Association Spokane WA 06/2021 08/2021
Jmacpr Los Angeles CA 02/2021 05/2021
Doordash San Francisco CA 05/2020 12/2020
Taahoe Donner Homeowners' Association Truckee CA 05/2019 08/2019
Gonzaga University Spokane WA 08/2018 06/2022
  • 03/2024 → Present
    Morgan Stanley
    Menlo Park, CA
  • 05/2016 → 03/2024
    Peninsula Community Center
    Redwood City, CA
  • 01/2023 → 03/2023
    John Mills
    Woodside, CA
  • 12/2021 → 05/2022
    United States Tennis Association
    Spokane, WA
  • 06/2021 → 08/2021
    United States Tennis Association
    Spokane, WA
  • 02/2021 → 05/2021
    Jmacpr
    Los Angeles, CA
  • 05/2020 → 12/2020
    Doordash
    San Francisco, CA
  • 05/2019 → 08/2019
    Taahoe Donner Homeowners' Association
    Truckee, CA
  • 08/2018 → 06/2022
    Gonzaga University
    Spokane, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-28
  • S66 Uniform Combined State Law Examination
    2023-08-28
Other Names
  • Nate Van Dell

View on SEC IAPD

Nearby Firms

SILVER LAKE TECHNOLOGY MANAGEMENT, LLC
TRIPLEPOINT ADVISERS LLC
MENLO EQUITIES

Nearby Investors

CHARLES RICHARD LEVY
FRANK HARVEY ALMENDAREZ
JAMES MATTHEW PALLESCHI

Nearby Offices

SILVER LAKE TECHNOLOGY MANAGEMENT, LLC · MENLO PARK, CA
TRIPLEPOINT ADVISERS LLC · MENLO PARK, CA
MENLO EQUITIES · MENLO PARK, CA

More in Menlo Park, CA

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