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Nathaniel T. Simkins
PLATFORM TECHNOLOGY PARTNERS
North Augusta, SC 29841
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CRD#: 7492642
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Professional summary
Nathaniel Turner Simkins is a registered financial advisor currently at PLATFORM TECHNOLOGY PARTNERS located in North Augusta, South Carolina.
Nathaniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Nathaniel has worked at 1 firm 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.
Blue Beech, LLC; Real Estate Investment related; 43 Crystal Lake Dr ste 200 North Augusta, SC 298421; President; a variety of project management consulting roles for real estate development ventures; 2007; 80 hours per month Horse Creek Trust/Horse Creek Trust Resource Management; noninvestment related; 43 Crystal Lake Dr ste, North Augusta, SC 29841; President; community redevelopment entity for the revitalization of Graniteville, SC, November 2015; 20 hours per month Ursula Capital Partners; investment related; 135 Crossways Park Dr ste; 402 Woodbury, NY 11797; Associate; January 2021; assist in marketing strategy for firm; 8 hours per month Monarch Private Capital; investment related; Monarch Plaza 3414 Peachtree Rd ste 825 Atlanta, GA 30326; ESG Investment Strategist; October 2021; facilitating new relationship introduction with prospective tax credit dependent developers and prospective institutional tax equity investors; 36 hours per month
CRS (Client Relationship Summary) - RIA
Click below to view Nathaniel Turner Simkins'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®
NoneExperience
Current
September 12, 2022 - Present
PLATFORM TECHNOLOGY PARTNERS
Office #1: 43 Crystal Lake Dr Ste 200, North Augusta, SC 29841RIA
CRD#: 305602
North Augusta, SC
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".
PT
PLATFORM TECHNOLOGY PARTNERS
NORTHEAST PRIVATE WEALTH MANAGEMENT | PLATFORM TECHNOLOGY PARTNERS LLC | PLATFORM TECHNOLOGY PARTNERS
CRD#: 305602 / SEC#: 801-117439
RIA
Registered Investment Advisory firm - (10/7/2019 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
Georgia(10/3/2022)
IAR
New York(9/12/2022)
Current Firm
PT
PLATFORM TECHNOLOGY PARTNERS
NORTHEAST PRIVATE WEALTH MANAGEMENT | PLATFORM TECHNOLOGY PARTNERS LLC | PLATFORM TECHNOLOGY PARTNERS
CRD#: 305602 / SEC#: 801-117439
RIA
Registered Investment Advisory firm - (10/7/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
475 Fifth Ave Suite 1501, New York, NY 10017
Mailing Address
Phone number
(212) 444-2362
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,939 |
| AUM (Assets Under Management) | $ 1,090,849,298 |
Red Flags
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