Nathan S. Pritchard

ONE UNDER WEALTH MANAGEMENT

Asheville, NC

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CRD#: 5109996

Professional summary

Nathan Scott Pritchard, who also goes by Scott Pritchard, is a registered financial advisor currently at ONE UNDER WEALTH MANAGEMENT, LLC located in Asheville, North Carolina.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Nathan has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Scott Pritchard

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Scott Pritchard'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®

None

Experience

Current

December 22, 2022 - Present

ONE UNDER WEALTH MANAGEMENT, LLC

RIA

CRD#: 323568

Asheville, NC

Past

March 29, 2011 - October 8, 2014

FOCUS PARTNERS ADVISOR SOLUTIONS, LLC

RIA

CRD#: 143319

ATLANTA, GA

Past

November 22, 2006 - April 25, 2023

CAPITAL DIRECTIONS LLC

RIA

CRD#: 109762

ATLANTA, GA

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

North Carolina
(12/22/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/3/2006

Uniform Investment Adviser Law Examination

Current Firm

ONE UNDER WEALTH MANAGEMENT, LLC

CRD#: 323568 / SEC#:

North Carolina

Registered Investment Advisory firm - (12/22/2022 Approved)

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Contact information

Main Address

Asheville, NC

Mailing Address

Phone number

(828) 231-4329

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	27
AUM (Assets Under Management)	$ 15,616,026

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.

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Nathan S. Pritchard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Scott Pritchard's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONE UNDER WEALTH MANAGEMENT, LLC

FOCUS PARTNERS ADVISOR SOLUTIONS, LLC

CAPITAL DIRECTIONS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/3/2006

Current Firm

ONE UNDER WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ONE UNDER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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