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Nathaniel D. Adams

ERNST & YOUNG INVESTMENT ADVISERS LLP
Boston, MA 02215
CRD#: 7989241
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Nathaniel Dechant AdamsERNST & YOUNG INVESTMENT ADVISERS LLP

Professional summary

Nathaniel Dechant Adams, who also goes by Nathaniel Adams, is a registered financial advisor currently at ERNST & YOUNG INVESTMENT ADVISERS LLP located in Boston, Massachusetts.

Nathaniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Nathaniel has worked at 2 firms and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

Aliases

Nathaniel Adams

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 Nathaniel Dechant Adams'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 10, 2025 - Present

ERNST & YOUNG INVESTMENT ADVISERS LLP

Office #1: 1027 Commonwealth Avenue, Boston, MA 02215Office #2: 200 Clarendon Street, Boston, MA 02116
RIA
CRD#: 110921
Boston, MA
Past

October 3, 2024 - November 4, 2024

KEENAN FINANCIAL

RIA
CRD#: 285673
BOSTON, MA

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".
E&
ERNST & YOUNG INVESTMENT ADVISERS LLP
ERNST & YOUNG INVESTMENT ADVISERS LLP | ERNST & YOUNG LLP

CRD#: 110921 / SEC#: 801-48596

RIA
Registered Investment Advisory firm - (4/7/1995 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
Massachusetts
(7/10/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/17/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/8/2025
Securities Industry Essentials Examination

Current Firm

E&
ERNST & YOUNG INVESTMENT ADVISERS LLP
ERNST & YOUNG INVESTMENT ADVISERS LLP | ERNST & YOUNG LLP

CRD#: 110921 / SEC#: 801-48596

RIA
Registered Investment Advisory firm - (4/7/1995 Approved)
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Contact information

Main Address
200 Plaza Drive First Floor Suite 102, Secaucus, NJ 07094
Mailing Address
Phone number
(800) 273-0588
Established
Firm type
Fiscal year end
# of Employees
140

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ERNST & YOUNG INVESTMENT ADVISERS LLP (9/10/2025)

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.

Company Information

ERNST & YOUNG INVESTMENT ADVISERS LLP

CRD#: 110921Boston, MA 02215

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