Hunter Norte
Professional Summary
HUNTER NORTE is a registered financial advisor currently at ROBERTSON STEPHENS located in South Kingstown, Rhode Island and ROBERTSON STEPHENS CAPITAL MARKETS, LLC located in South Kingstown, Rhode Island. HUNTER is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. HUNTER has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
Hunter Norte is the Portfolio Manager for The Nulman Group. He specializes in security analysis, portfolio construction, risk management, and trading. He has wide ranging experience in global capital markets. Hunter’s career began at Wells Fargo in credit markets through the Global Financial Crisis. From there, he moved to New York City for a decade on the trading floors of Nomura Securities and Goldman Sachs. Prior to joining The Nulman Group, he spent a year...
Other Aliases
There are no additional aliases reported.
Similar Advisors
MORGAN STANLEY
OSAIC WEALTH, INC.
MORGAN STANLEY
EAGLE STRATEGIES LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
MORGAN STANLEY
OSAIC WEALTH, INC.
MORGAN STANLEY
EAGLE STRATEGIES LLC
Contact Information
Website
xxxxxxxxxx.xxx
Similar Advisors
MORGAN STANLEY
OSAIC WEALTH, INC.
MORGAN STANLEY
EAGLE STRATEGIES LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
MORGAN STANLEY
OSAIC WEALTH, INC.
MORGAN STANLEY
EAGLE STRATEGIES LLC
Years of Experience
16 years in the financial services industry
Current & Past Employments
Similar Advisors
MORGAN STANLEY
OSAIC WEALTH, INC.
MORGAN STANLEY
EAGLE STRATEGIES LLC
Current Firm
ROBERTSON STEPHENS | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC
Contact Information
Main Address
455 Market Street Ste. 1450, San Francisco, CA 94105-2442Phone Number
(415) 500-6810# of Employees
118SEC notice filing (31 States and Territories)
Registered to provide investment advisory services in 31 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
8,592AUM (Assets Under Management)
$8,763,969,974Similar Advisors
MORGAN STANLEY
OSAIC WEALTH, INC.
MORGAN STANLEY
EAGLE STRATEGIES LLC
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.
Similar Advisors
MORGAN STANLEY
OSAIC WEALTH, INC.
MORGAN STANLEY
EAGLE STRATEGIES LLC
Primary Firm SEC Registration
ROBERTSON STEPHENS | ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(10/8/2025)
(10/9/2025)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
MORGAN STANLEY
OSAIC WEALTH, INC.
MORGAN STANLEY
EAGLE STRATEGIES LLC
CRS (Client Relationship Summary) - RIA
Click below to view HUNTER NORTE's CRS (Customer Relationship Summary).
Similar Advisors
MORGAN STANLEY
OSAIC WEALTH, INC.
MORGAN STANLEY
EAGLE STRATEGIES LLC
