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Jay L Nathan

PROSPECT FINANCIAL SERVICES LLC·MELVILLE, New York
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445 BROAD HOLLOW ROAD, MELVILLE, NY 11747CRD# 4899753Firm CRD# 314154
01

About

Jay L Nathan is a registered financial advisor based in MELVILLE, New York, affiliated with PROSPECT FINANCIAL SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PROSPECT FINANCIAL SERVICES LLC
PROSPECT FINANCIAL SERVICES LLC
AUM
$301M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at PROSPECT FINANCIAL SERVICES LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4899753
Firm CRD# 314154
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jay L Nathan offer?
Jay L Nathan specializes in Financial Planning, Investment Management. Contact their office in MELVILLE, New York for a consultation.
What are Jay L Nathan's credentials?
Jay L Nathan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jay L Nathan located?
Jay L Nathan is based in MELVILLE, New York, working with PROSPECT FINANCIAL SERVICES LLC. Their office serves clients in the MELVILLE metropolitan area and surrounding communities.
How does Jay L Nathan charge for services?
Jay L Nathan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROSPECT FINANCIAL SERVICES LLC?
PROSPECT FINANCIAL SERVICES LLC has approximately 11 employees and manages $301M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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