Nathanael A. Stewart

N.A.S. CAPITAL LLC

Portsmouth, NH 03801

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CRD#: 6418585

Professional summary

Nathanael Albert Stewart is a registered financial advisor currently at N.A.S. CAPITAL LLC located in Portsmouth, New Hampshire.

Nathanael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Nathanael has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Nathanael Albert Stewart'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

August 22, 2018 - Present

N.A.S. CAPITAL LLC

Office #1: 155 Fleet Street, Portsmouth, NH 03801

RIA

CRD#: 297630

Portsmouth, NH

Past

November 17, 2015 - March 27, 2019

OPUS CAPITAL MANAGEMENT

RIA

CRD#: 106528

CINCINNATI, OH

Past

May 6, 2015 - August 31, 2015

N.A. STEWART CAPITAL MANAGEMENT LLC

RIA

CRD#: 173647

CHICAGO, IL

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

New Hampshire
(8/22/2018)

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: 12/23/2014

Uniform Investment Adviser Law Examination

Current Firm

N.A.S. CAPITAL LLC

CRD#: 297630 / SEC#:

New Hampshire

Registered Investment Advisory firm - (8/6/2018 Approved)

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Contact information

Main Address

155 Fleet Street, Portsmouth, NH 03801

Mailing Address

Phone number

(603) 205-1465

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	16
AUM (Assets Under Management)	$ 10,792,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Nathanael A. Stewart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathanael Albert Stewart's CRS (Customer Relationship Summary).

Certified licenses

Experience

N.A.S. CAPITAL LLC

OPUS CAPITAL MANAGEMENT

N.A. STEWART CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/23/2014

Current Firm

N.A.S. CAPITAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

N.A.S. CAPITAL LLC

TRUST BUT VERIFY

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