Nathaniel H. Eichert

MMA ASSET MANAGEMENT LLC

CONSHOHOCKEN, PA 19428

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CRD#: 6415429

Professional summary

Nathaniel Hastings Eichert, who also goes by Nate Eichert, is a registered financial advisor currently at MMA ASSET MANAGEMENT LLC located in Conshohocken, Pennsylvania and MMA SECURITIES LLC located in Conshohocken, Pennsylvania.

Nathaniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Nathaniel has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nate Eichert

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.

1. Investment adviser representative of MMA ASSET MANAGEMENT LLC (161 Washington Street, Suite 1200, Conshohocken, PA), an affiliate of MMA Securities LLC. Provides wealth management and financial planning services. 2. The Registered Representative is an employee of Marsh & McLennan Agency LLC ("MMA Agency", 1166 Avenue of the Americas, New York, NY 10036), an affiliate of MMA Securities LLC. The Registered Representative conducts non-investment related business activities for MMA Agency (e.g. support for its life insurance services). These other business activities are not subject to broker-dealer licensing and registration requirements. All MMA Securities activities remain subject to the Firm's supervisory framework.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathaniel Hastings Eichert's CRS (Customer Relationship Summary).

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

March 27, 2025 - Present

MMA ASSET MANAGEMENT LLC

Office #1: 161 Washington Street Suite 1200, Conshohocken, PA 19428

RIA

CRD#: 155426

CONSHOHOCKEN, PA

Current

March 27, 2025 - Present

MMA SECURITIES LLC

Office #1: Eight Tower Bridge, Suite 1200, Conshohocken, PA 19428

RIA

CRD#: 44254

Conshohocken, PA

Current

March 27, 2025 - Present

MMA SECURITIES LLC

Office #1: Eight Tower Bridge, Suite 1200, Conshohocken, PA 19428

RIA

CRD#: 44254

Conshohocken, PA

Past

February 13, 2024 - March 26, 2025

SEI INVESTMENTS DISTRIBUTION CO.

CRD#: 10690

OAKS, PA

Past

July 3, 2019 - July 26, 2022

SEI INVESTMENTS DISTRIBUTION CO.

CRD#: 10690

OAKS, PA

Past

May 18, 2016 - June 25, 2018

OSAIC FS, INC.

CRD#: 3870

PHILADELPHIA, PA

Past

May 18, 2016 - June 25, 2018

OSAIC FA, INC.

CRD#: 3978

PHILADELPHIA, PA

Past

July 2, 2015 - June 9, 2016

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MMA ASSET MANAGEMENT LLC

CENTURION ASSET MANAGEMENT | MMA ASSET MANAGEMENT LLC | COMPASS FINANCIAL PARTNERS | CENTURION ASSET MANAGEMENT, LLC

CRD#: 155426 / SEC#: 801-71975

RIA

Registered Investment Advisory firm - (11/10/2010 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(3/27/2025)

California
(3/27/2025)

Florida
(3/27/2025)

Illinois
(3/27/2025)

Maryland
(3/27/2025)

Michigan
(3/27/2025)

New Jersey
(3/27/2025)

New York
(3/27/2025)

Oregon
(3/27/2025)

Pennsylvania
(3/27/2025)

IAR

Pennsylvania
(3/27/2025)

Virginia
(3/27/2025)

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

State Security Law Exam

Series 63

Date: 7/15/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/25/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/22/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/2/2015

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/16/2016

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

MMA ASSET MANAGEMENT LLC

CENTURION ASSET MANAGEMENT | MMA ASSET MANAGEMENT LLC | COMPASS FINANCIAL PARTNERS | CENTURION ASSET MANAGEMENT, LLC

CRD#: 155426 / SEC#: 801-71975

RIA

Registered Investment Advisory firm - (11/10/2010 Approved)

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Contact information

Main Address

161 Washington Street Suite 1200, Conshohocken, PA 19428

Mailing Address

1166 Avenue Of The Americas, New York, NY 10036

Phone number

(610) 684-3200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MMA ASSET MANAGEMENT - INSTITUTIONAL FIRM BROCHURE 03.2025 (3/27/2025)

MMA ASSET MANAGEMENT - RETAIL FIRM BROCHURE 03.2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	555
AUM (Assets Under Management)	$ 715,242,096

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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Advisor Monitoring

Firm Stability Insights

Nathaniel H. Eichert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathaniel Hastings Eichert's CRS (Customer Relationship Summary).

Certified licenses

Experience

MMA SECURITIES LLC

MMA SECURITIES LLC

SEI INVESTMENTS DISTRIBUTION CO.

SEI INVESTMENTS DISTRIBUTION CO.

OSAIC FS, INC.

OSAIC FA, INC.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

MMA ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/15/2015

SIE

Date: 6/25/2018

Series 7

Date: 12/22/2015

Series 6

Date: 7/2/2015

Series 24

Date: 9/16/2016

FINRA

Current Firm

MMA ASSET MANAGEMENT LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MMA ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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