Nathaniel Thomas Blanco
Professional Summary
Nathaniel Thomas Blanco, who also goes by Nate Blanco, Nathan Blanco, is a registered financial advisor currently at CYPRESS CAPITAL located in Tallahassee, Florida and LPL FINANCIAL LLC located in Tallahassee, Florida. Nathaniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Nathaniel has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Nate Blanco, Nathan Blanco
Similar Advisors
RS CRUM INC.
LPL FINANCIAL LLC
RBC CAPITAL MARKETS, LLC
MORGAN STANLEY
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
RS CRUM INC.
LPL FINANCIAL LLC
RBC CAPITAL MARKETS, LLC
MORGAN STANLEY
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
RS CRUM INC.
LPL FINANCIAL LLC
RBC CAPITAL MARKETS, LLC
MORGAN STANLEY
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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
RS CRUM INC.
LPL FINANCIAL LLC
RBC CAPITAL MARKETS, LLC
MORGAN STANLEY
Years of Experience
3 years in the financial services industry
Current & Past Employments
Similar Advisors
RS CRUM INC.
LPL FINANCIAL LLC
RBC CAPITAL MARKETS, LLC
MORGAN STANLEY
Current Firm
CYCAP PARTNERS, LLC | CYPRESS CAPITAL
Contact Information
Main Address
1415 Piedmont Dr. E Suite 1, Tallahassee, FL 32308Phone Number
(850) 583-5377# of Employees
6SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
484AUM (Assets Under Management)
$143,204,838Similar Advisors
RS CRUM INC.
LPL FINANCIAL LLC
RBC CAPITAL MARKETS, LLC
MORGAN STANLEY
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.
Similar Advisors
RS CRUM INC.
LPL FINANCIAL LLC
RBC CAPITAL MARKETS, LLC
MORGAN STANLEY
Primary Firm SEC Registration
CYCAP PARTNERS, LLC | CYPRESS CAPITAL
State Registrations and Notice Filings
(2/6/2024)
(6/2/2025)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
RS CRUM INC.
LPL FINANCIAL LLC
RBC CAPITAL MARKETS, LLC
MORGAN STANLEY
CRS (Client Relationship Summary) - RIA
Click below to view Nathaniel Thomas Blanco's CRS (Customer Relationship Summary).
Similar Advisors
RS CRUM INC.
LPL FINANCIAL LLC
RBC CAPITAL MARKETS, LLC
MORGAN STANLEY
