Unclaimed Profile

Nathaniel Thomas Cornell

PRIVATE WEALTH PARTNERS, LLC·MILL VALLEY, California

Series 7, Series 63, Series 65, Series 86, Series 87Clean record6 years registeredPRIVATE WEALTH PARTNERS, LLC

591 REDWOOD HIGHWAY, MILL VALLEY, CA 94941CRD# 4817077Firm CRD# 133802

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nathaniel Thomas Cornell · MILL VALLEY, CA

Registration

CRD #4817077 · PRIVATE WEALTH PARTNERS, LLC · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PRIVATE WEALTH PARTNERS, LLC

BLUE WATER LIFE SCIENCE ADVISORS, LP

Mar 2020 – Oct 2025

San Francisco, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Series 86

Series 87

Registration record

First registered · March 17, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRIVATE WEALTH PARTNERS, LLC

CRD 133802 · SEC 801-63808

AUM

$1.6B

Regulatory assets under management

Employees

557 client accounts

Services offered by PRIVATE WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PRIVATE WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Nathaniel Thomas Cornell offer?

Nathaniel Thomas Cornell specializes in Financial Planning, Investment Management.

What are Nathaniel Thomas Cornell's credentials?

Nathaniel Thomas Cornell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nathaniel Thomas Cornell located?

Nathaniel Thomas Cornell is based in MILL VALLEY, California, last registered with PRIVATE WEALTH PARTNERS, LLC.

How does Nathaniel Thomas Cornell charge for services?

Nathaniel Thomas Cornell's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRIVATE WEALTH PARTNERS, LLC?

PRIVATE WEALTH PARTNERS, LLC has approximately 11 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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