Nathaniel L. Goldenberg
Professional summary
Nathaniel Leigh Goldenberg, who also goes by Nate Goldenberg, is a registered financial advisor currently at NEXTWAVE ADVISORS located in Lithia, Florida.
Nathaniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Nathaniel has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Nathaniel Leigh Goldenberg's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 17, 2020 - Present
NEXTWAVE ADVISORS
February 11, 2014 - June 16, 2020
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
November 29, 2013 - June 15, 2020
INTERNATIONAL ASSETS ADVISORY, LLC
November 26, 2013 - December 31, 2015
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
October 1, 2012 - November 18, 2013
J.P. MORGAN SECURITIES LLC
October 1, 2012 - November 18, 2013
J.P. MORGAN SECURITIES LLC
July 7, 2006 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
July 7, 2006 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
August 17, 2005 - June 23, 2006
GUNNALLEN FINANCIAL, INC
February 18, 2005 - June 23, 2006
GUNNALLEN FINANCIAL, INC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/17/2020)
Exams
Current Firm
NEXTWAVE ADVISORS
CRD#: 308432 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 88 |
| AUM (Assets Under Management) | $ 14,550,000 |
Red Flags
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