Nathan T. Mcduffee

OLIVER WEALTH MANAGEMENT

Towson, MD 21204

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CRD#: 7192012

Professional summary

Nathan Thomas Mcduffee, CFP®, who also goes by Nathan Mcduffee, is a registered financial advisor currently at OLIVER WEALTH MANAGEMENT located in Towson, Maryland.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Nathan has worked at 5 firms and has passed the Series 66, SIE and Series 7TO exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nathan Mcduffee

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.

<1hour per week Life Insurance, Long Term Care Insurance and Fix Annuity Sales

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Thomas Mcduffee'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

March 3, 2023 - Present

OLIVER WEALTH MANAGEMENT

Office #1: 901 Dulaney Valley Road Suite 701, Towson, MD 21204

RIA

CRD#: 314867

Towson, MD

Past

August 16, 2022 - January 9, 2023

ARKADIOS WEALTH ADVISORS

RIA

CRD#: 288863

Forest Hill, MD

Past

August 16, 2022 - January 9, 2023

ARKADIOS CAPITAL

CRD#: 282710

Forest Hill , MD

Past

February 11, 2020 - November 4, 2022

KALOS MANAGEMENT

RIA

CRD#: 133025

Forest Hill, MD

Past

February 6, 2020 - October 3, 2022

KALOS CAPITAL, INC.

CRD#: 44337

FOREST HILL, MD

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".

OLIVER WEALTH MANAGEMENT

GUNPOWDER CAPITAL MANAGEMENT, LLC | OLIVER WEALTH MANAGEMENT

CRD#: 314867 / SEC#: 801-121543

RIA

Registered Investment Advisory firm - (6/21/2021 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.

Highlighted states indicate IAR registrations

IAR

Maryland
(3/3/2023)

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 66

Date: 10/3/2019

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 2/6/2020

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7TO

Date: 1/27/2020

General Securities Representative Examination

Current Firm

OLIVER WEALTH MANAGEMENT

GUNPOWDER CAPITAL MANAGEMENT, LLC | OLIVER WEALTH MANAGEMENT

CRD#: 314867 / SEC#: 801-121543

RIA

Registered Investment Advisory firm - (6/21/2021 Approved)

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Contact information

Main Address

901 Dulaney Valley Road Suite 701, Towson, MD 21204

Mailing Address

Phone number

(410) 343-7125

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OWM DISCLOSURE BROCHURE (ADV PART 2A) (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,291
AUM (Assets Under Management)	$ 297,623,713

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

Nathan T. Mcduffee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Thomas Mcduffee's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARKADIOS WEALTH ADVISORS

ARKADIOS CAPITAL

KALOS MANAGEMENT

KALOS CAPITAL, INC.

Primary Firm SEC Registration

OLIVER WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 10/3/2019

SIE

Date: 2/6/2020

Series 7TO

Date: 1/27/2020

Current Firm

OLIVER WEALTH MANAGEMENT

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OLIVER WEALTH MANAGEMENT

TRUST BUT VERIFY

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