Investment adviser representative · Merit Financial Advisors
Nathaniel L. Burstin
CRD 5056716 · Boca Raton, FL
At a glance
Nathaniel L. Burstin is an investment adviser representative with Merit Financial Advisors in Boca Raton, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Nathaniel’s SEC record dates to 2007, about 19 years ago.
Current advisory firm
- Merit Financial AdvisorsSince April 2022Boca Raton, FL · $24B in regulatory assets
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- None on file
- Exams
- Series 65, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Nathaniel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.