Nathan A. Kilton
Professional summary
Nathan Angelo Kilton, CFP®, who also goes by Nate Kilton, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Plant City, Florida and CETERA WEALTH SERVICES, LLC located in Plant City, Florida.
Nathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Nathan 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 Nathan Angelo Kilton's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 15, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 133 West Herring Street, Plant City, FL 33563September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 133 West Herring Street, Plant City, FL 33563October 25, 2019 - September 5, 2025
AVANTAX ADVISORY SERVICES
October 25, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
July 19, 2006 - October 25, 2019
1ST GLOBAL ADVISORS INC
July 7, 2006 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
Primary Firm SEC Registration
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/5/2025)
(8/15/2025)
(9/5/2025)
(9/5/2025)
(9/5/2025)
(9/5/2025)
(9/5/2025)
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(9/5/2025)
Exams
FINRA
Current Firm
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Plant City, FL 33563TRUST BUT VERIFY
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