Nathan M. Ayotte
Professional summary
Nathan Miller Ayotte, CFP®, who also goes by Nathan M Ayotte, is a registered financial advisor currently at FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. located in Portland, Oregon.
Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Nathan has worked at 4 firms and has passed the Series 65, Series 63, Series 55, Series 7, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Miller Ayotte's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 5, 2008 - Present
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
Office #1: 888 Sw 5th Ave Ste 1200, Portland, OR 97204June 15, 2004 - May 27, 2008
SCOTTRADE, INC.
March 15, 2000 - June 8, 2004
AMERITRADE NORTHWEST, INC.
November 23, 1999 - March 3, 2000
PRUCO SECURITIES, LLC.
Primary Firm SEC Registration
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
CRD#: 104692 / SEC#: 801-11188
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/5/2008)
Exams
Series 55
Date: 4/13/2001
Limited Representative-Equity Trader ExamCurrent Firm
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
CRD#: 104692 / SEC#: 801-11188
Contact information
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,418 |
| AUM (Assets Under Management) | $ 8,992,352,428 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/15/2025 | ||
| 02/17/2024 | ||
| 02/28/2023 |
Red Flags
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