Nathan K. Amos

DAVIS PRIVATE WEALTH

Royal Palm Beach, FL 33411

Some features on this profile are disabled

CRD#: 6734998

Professional summary

Nathan Keith Amos, who also goes by Nathan Keith Amos, is a registered financial advisor currently at DAVIS PRIVATE WEALTH, LLC located in Royal Palm Beach, Florida.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Nathan has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nathan Keith Amos

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.

Business Ownership; Agape Handcrafted Goods; Not Investment Related; Boca Raton, FL; Tallow moisturizers and other cosmetic goods ; Co-Owner; Started 2025; 8 hours per month; 0 during trading hours; Provide operations support as needed.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Keith Amos'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

June 9, 2025 - Present

DAVIS PRIVATE WEALTH, LLC

Office #1: 9100 Belvedere Road Suite 209, Royal Palm Beach, FL 33411

RIA

CRD#: 285952

Royal Palm Beach, FL

Past

December 9, 2024 - May 20, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Boca Raton, FL

Past

December 7, 2024 - May 20, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Boca Raton, FL

Past

April 9, 2024 - November 25, 2024

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

Fort Lauderdale, FL

Past

March 15, 2024 - November 25, 2024

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

Fort Lauderdale, FL

Past

January 18, 2017 - April 18, 2018

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

JACKSONVILLE, 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".

DAVIS PRIVATE WEALTH, LLC

DAVIS PRIVATE WEALTH, LLC | THE WEALTH PRACTICE | DENTIST FINANCIAL PLANNING

CRD#: 285952 / SEC#: 801-122268

RIA

Registered Investment Advisory firm - (9/9/2021 Approved)

Florida

Registered Investment Advisory firm - (9/20/2021 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
(6/9/2025)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/5/2024

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/25/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/15/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/15/2024

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/18/2017

General Securities Representative Examination

Current Firm

DAVIS PRIVATE WEALTH, LLC

DAVIS PRIVATE WEALTH, LLC | THE WEALTH PRACTICE | DENTIST FINANCIAL PLANNING

CRD#: 285952 / SEC#: 801-122268

RIA

Registered Investment Advisory firm - (9/9/2021 Approved)

Florida

Registered Investment Advisory firm - (9/20/2021 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

9100 Belvedere Road Suite 209, Royal Palm Beach, FL 33411

Mailing Address

P.o. Box 211088, Royal Palm Beach, FL 33421

Phone number

(561) 284-8999

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-DAVIS PRIVATE WEALTH, LLC (3/12/2025)

Regulatory assets under management

Total Number of Accounts	650
AUM (Assets Under Management)	$ 172,500,000

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.

Similar Advisors

Robert Burns

J.P. MORGAN SECURITIES LLC

IAR

Palm Beach Gardens, FL

Spencer Carpenter Iv

TRUIST ADVISORY SERVICES, INC.

IAR

WEST PALM BEACH, FL

Benjamin Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Palm Beach Gardens, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Nathan K. Amos

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Keith Amos's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

DAVIS PRIVATE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/5/2024

Series 63

Date: 1/25/2017

Series 7TO

Date: 3/15/2024

SIE

Date: 2/15/2024

Series 7

Date: 1/18/2017

Current Firm

DAVIS PRIVATE WEALTH, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DAVIS PRIVATE WEALTH, LLC

TRUST BUT VERIFY

Similar Advisors