Nathan T Zeller

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:

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

Current Employers

Employment History

• 06/2021 → 11/2024
  Secured Retirement Advisors, Llc
  St. Louis Park, MN
• 03/2019 → 06/2021
  Ameriprise Bank, Fsb
  Minneapolis, MN
• 09/2009 → 03/2019
  Us Bank
  Minneapolis, MN
• 12/2024 → Present
  Morgan Stanley
  Minneapolis, MN

Previous Registrations

• 2021-06-29 → 2024-12-04
  Secured Retirement Advisors, Llc
  St Louis Park, MN

Other Businesses

*622938 - Epilepsy Foundation of Minnesota; Investment related: No; Bloomington, Minnesota; Children/Youth:Health and Welfare:Medical; Finance Committee(proprietor, partner, officer, director, employee, trustee, agent); 7/2020; During business hours: 1; After business hours: 0; Administrative

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-01-22
• S65 Uniform Investment Adviser Law Examination
  1999-07-15

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Nate Thomas Zeller
• Nathan Thomas Zeller