Nathan Fisch

KENSINGTON WEALTH MANAGEMENT

BROOKLYN, NY 11219-3100

Some features on this profile are disabled

CRD#: 2928860

Professional summary

Nathan Fisch is a registered financial advisor currently at KENSINGTON WEALTH MANAGEMENT, LLC located in Brooklyn, New York and KENSINGTON CAPITAL CORP. located in Brooklyn, New York.

Nathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Nathan has worked at 2 firms and has passed the Series 65, Series 63, Series 79TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Fisch's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 17, 2025 - Present

KENSINGTON WEALTH MANAGEMENT, LLC

Office #1: 4910 13th Avenue, Brooklyn, NY 11219-3100

RIA

CRD#: 334191

BROOKLYN, NY

Current

September 15, 1997 - Present

KENSINGTON CAPITAL CORP.

Office #1: 4910 13th Avenue, Brooklyn, NY 11219Office #2: 4910 13th Ave., Brooklyn, NY 11219-3100

CRD#: 1742

Brooklyn, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(11/10/2006)

New Jersey
(7/19/2006)

New York
(11/13/1997)

IAR

New York
(9/17/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/25/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/12/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/12/1997

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

KENSINGTON WEALTH MANAGEMENT, LLC

CRD#: 334191 / SEC#:

New York

Registered Investment Advisory firm - (5/5/2025 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

4910 13th Avenue, Brooklyn, NY 11219-3100

Mailing Address

Phone number

(718) 436-2111

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Peter Kettle

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Brooklyn, NY

Diane Finnerty

MORGAN STANLEY

IAR

New York, NY

Matthew James Wang

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

New York, NY

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Nathan Fisch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Fisch's CRS (Customer Relationship Summary).

Certified licenses

Experience

KENSINGTON WEALTH MANAGEMENT, LLC

KENSINGTON CAPITAL CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/25/2024

Series 63

Date: 11/12/1997

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 9/12/1997

FINRA

Current Firm

KENSINGTON WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

KENSINGTON WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors