NB
Nathanael R. Brayton
NATHANAEL R. BRAYTON, CFA
BOSTON, MA 02110
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CRD#: 4753730
NB
Professional summary
Nathanael Rotch Brayton is a registered financial advisor currently at NATHANAEL R. BRAYTON, CFA located in Boston, Massachusetts.
Nathanael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Nathanael has worked at 1 firm .
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.
NYE SYNTHETIC LUBRICANTS,12 HOWLAND RD, FAIRHAVEN, MA 02719;BUSINESS IS NOT INVESTMENT-RELATED;NATURE OF BUSINESS: SPECIALTY CHEMICALS; POSITION WITH COMPANY: DIRECTOR (NON-MANAGEMENT);START DATE:MARCH 2001;HOURS/MONTH DEVOTED TO OTHER BUSINESS: 1.33; DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING; 2 HOURS PER QUARTER
CRS (Client Relationship Summary) - RIA
Click below to view Nathanael Rotch Brayton'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®
NoneExperience
Current
January 1, 1996 - Present
NATHANAEL R. BRAYTON, CFA
Office #1: 101 Federal Street Floor 17, Boston, MA 02110RIA
CRD#: 130269
BOSTON, MA
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.Highlighted states indicate IAR registrations
IAR
Massachusetts(1/1/1996)
Exams
Current Firm
NR
NATHANAEL R. BRAYTON, CFA
BRAYTON, NATHANAEL ROTCH | NATHANAEL R. BRAYTON, CFA | N.R. BRAYTON CFA & CO.
CRD#: 130269 / SEC#:
Massachusetts
Registered Investment Advisory firm - (2/11/1995 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
101 Federal Street C/o Regus Corp Suite#1900, Boston, MA 02110-1861
Mailing Address
Phone number
(617) 988-2828
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 21 |
| AUM (Assets Under Management) | $ 90,979,577 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 | ||
| 06/28/2024 | ||
| 09/13/2023 | ||
| 12/01/2022 |
Red Flags
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Company Information
NATHANAEL R. BRAYTON, CFA
CRD#: 130269Boston, MA 02110TRUST BUT VERIFY
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