Nathan R. Krantz
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Nathan Reinhard Krantz, who also goes by Nathan R Krantz, was a registered financial professional .
Nathan is a previously registered financial professional and started their career in finance in 2008. Nathan had worked at 5 firms and has passed the SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 14, 2015 - October 15, 2024
THE WRIGHT LEGACY GROUP, LLC
September 11, 2014 - July 28, 2015
EQUITY SERVICES, INC.
September 11, 2014 - July 28, 2015
EQUITY SERVICES, INC.
February 15, 2011 - September 19, 2014
AMERITAS INVESTMENT COMPANY, LLC
February 3, 2011 - September 19, 2014
AMERITAS INVESTMENT COMPANY, LLC
January 2, 2009 - March 16, 2009
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
April 2, 2008 - January 2, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
March 18, 2008 - March 16, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
THE WRIGHT LEGACY GROUP, LLC
CRD#: 146934 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 696 |
| AUM (Assets Under Management) | $ 46,228,016 |
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.
