Nathan C. Tarr

AMERITY WEALTH MANAGEMENT

Miami, FL

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CRD#: 6533996

Professional summary

Nathan Charles Tarr is a registered financial advisor currently at AMERITY WEALTH MANAGEMENT, LLC located in Miami, Florida.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Nathan has worked at 4 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 Nathan Charles Tarr'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

July 26, 2023 - Present

AMERITY WEALTH MANAGEMENT, LLC

Office #2: 3201 Tamiami Trail North 1st Floor, Suite 103, Naples, FL 34103

RIA

CRD#: 322265

Miami, FL

Past

May 12, 2021 - August 29, 2023

SKYBOUND WEALTH MANAGEMENT USA, LLC

RIA

CRD#: 313358

MIAMI, FL

Past

July 11, 2017 - April 28, 2021

BEACON GLOBAL ADVISOR NETWORK, LLC

RIA

CRD#: 288833

Miami, FL

Past

July 29, 2015 - March 29, 2017

BRITE ADVISORS USA, INC.

RIA

CRD#: 155775

Miami, FL

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".

AMERITY WEALTH MANAGEMENT, LLC

ALEXANDER PETER US LLC | STADLER RETIRE | AMERITY WEALTH MANAGEMENT, LLC | ALEXANDER PETER WEALTH MANAGEMENT US

CRD#: 322265 / SEC#: 801-127745

RIA

Registered Investment Advisory firm - (8/15/2023 Approved)

Florida

Registered Investment Advisory firm - (10/25/2023 Terminated)

Georgia

Registered Investment Advisory firm - (11/1/2023 Terminated)

North Carolina

Registered Investment Advisory firm - (10/26/2023 Terminated)

Tennessee

Registered Investment Advisory firm - (10/25/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Florida
(7/26/2023)

IAR

Texas
(9/12/2023)

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: 2/2/2015

Uniform Investment Adviser Law Examination

Current Firm

AMERITY WEALTH MANAGEMENT, LLC

ALEXANDER PETER US LLC | STADLER RETIRE | AMERITY WEALTH MANAGEMENT, LLC | ALEXANDER PETER WEALTH MANAGEMENT US

CRD#: 322265 / SEC#: 801-127745

RIA

Registered Investment Advisory firm - (8/15/2023 Approved)

Florida

Registered Investment Advisory firm - (10/25/2023 Terminated)

Georgia

Registered Investment Advisory firm - (11/1/2023 Terminated)

North Carolina

Registered Investment Advisory firm - (10/26/2023 Terminated)

Tennessee

Registered Investment Advisory firm - (10/25/2023 Terminated)

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Contact information

Main Address

4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL 33813

Mailing Address

Phone number

(863) 683-1750

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AMERITY WEALTH FORM ADV PART 2A (2/24/2025)

Regulatory assets under management

Total Number of Accounts	1,138
AUM (Assets Under Management)	$ 277,340,000

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 C. Tarr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Charles Tarr's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERITY WEALTH MANAGEMENT, LLC

SKYBOUND WEALTH MANAGEMENT USA, LLC

BEACON GLOBAL ADVISOR NETWORK, LLC

BRITE ADVISORS USA, INC.

Primary Firm SEC Registration

AMERITY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/2/2015

Current Firm

AMERITY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMERITY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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