Unclaimed Profile

Nathan David Slyh

WEALTH MANAGEMENT ADVISORS, LLC·LEXINGTON, Kentucky

SIE, Series 7, Series 66CFPClean record18 years registeredWEALTH MANAGEMENT ADVISORS, LLC

444 EAST MAIN STREET, LEXINGTON, KY 40507CRD# 5109707Firm CRD# 231788

Profile Verification

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

Identity

Nathan David Slyh · LEXINGTON, KY

Registration

CRD #5109707 · WEALTH MANAGEMENT ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

ADVISORY SERVICES NETWORK

Mar 2024 – present

ACUITY WEALTH MANAGEMENT ADVISORS

Jul 2018 – Mar 2024

LEXINGTON, KY

ADVICE AND PLANNING SERVICES

Aug 2014 – Jul 2018

LEXINGTON, KY

PNC INVESTMENTS

May 2008 – Aug 2014

LEXINGTON, KY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 21, 2008

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTH MANAGEMENT ADVISORS, LLC

CRD 231788 · SEC 801-127938

AUM

$101M

Regulatory assets under management

Employees

330 client accounts

Services offered by WEALTH MANAGEMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTH MANAGEMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Nathan David Slyh offer?

Nathan David Slyh specializes in Financial Planning, Investment Management. Contact their office in LEXINGTON, Kentucky for a consultation.

What are Nathan David Slyh's credentials?

Nathan David Slyh holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Nathan David Slyh located?

Nathan David Slyh is based in LEXINGTON, Kentucky, working with WEALTH MANAGEMENT ADVISORS, LLC. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.

How does Nathan David Slyh charge for services?

Nathan David Slyh's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTH MANAGEMENT ADVISORS, LLC?

WEALTH MANAGEMENT ADVISORS, LLC has approximately 2 employees and manages $101M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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