Nathaniel M. Donohue
Professional summary
Nathaniel Michael Donohue, CFP®, CLU® was a registered financial advisor .
Nathaniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Nathaniel had worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE, Series 7 and Series 6 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2015
Experience
June 26, 2026 - Present
Office #1: 20551 N. Pima Road, Suite 200, Scottsdale, AZ 85255
June 21, 2021 - August 8, 2025
CONSILIO WEALTH ADVISORS, LLC
October 1, 2012 - June 14, 2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
January 13, 2011 - June 14, 2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/26/2026)
Exams
Series 7TO
Date: 12/18/2022
General Securities Representative ExaminationSeries 6TO
Date: 12/18/2022
Investment Company Products/Variable Contracts Representative ExaminationCurrent firm
No current employment
Red Flags
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