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Nathaniel D. Adams
ERNST & YOUNG INVESTMENT ADVISERS LLP
Boston, MA 02215
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CRD#: 7989241
NA
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.
Question & Answer
Are you a "fiduciary"?
Yes
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 principal business of Nathaniel Adams is that of an investment adviser representative and provider of financial planning services. Nathaniel Adams is also an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Keenan Financial always acts in the best interest of the client, including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of Keenan Financial in connection with such individual's activities outside of Keenan Financial. Nathaniel Adams spends approximately five hours per month on this activity, none during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Nathaniel Dechant Adams'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
July 10, 2025 - Present
ERNST & YOUNG INVESTMENT ADVISERS LLP
Office #1: 1027 Commonwealth Avenue, Boston, MA 02215Office #2: 200 Clarendon Street, Boston, MA 02116RIA
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
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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)
Red Flags
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Company Information
ERNST & YOUNG INVESTMENT ADVISERS LLP
CRD#: 110921Boston, MA 02215TRUST BUT VERIFY
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