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Nathaniel Phillip Carswell

TRIAD FINANCIAL ADVISORS, INC.·GREENSBORO, North Carolina
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3623 N. ELM STREET, GREENSBORO, NC 27455CRD# 5141661Firm CRD# 118583
01

About

Nathaniel Phillip Carswell is a registered financial advisor based in GREENSBORO, North Carolina, affiliated with TRIAD FINANCIAL ADVISORS, INC.. 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
Nonprofits & Foundations
03

Firm Overview

Firm
TRIAD FINANCIAL ADVISORS, INC.
TRIAD FINANCIAL ADVISORS, INC.
AUM
$863M
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at TRIAD FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Other: FEE FOR MONITORING 3RD PARTY MANAGERS
Regulatory
SEC/IARD CRD# 5141661
Firm CRD# 118583
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nathaniel Phillip Carswell offer?
Nathaniel Phillip Carswell specializes in Financial Planning, Investment Management. Contact their office in GREENSBORO, North Carolina for a consultation.
What are Nathaniel Phillip Carswell's credentials?
Nathaniel Phillip Carswell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nathaniel Phillip Carswell located?
Nathaniel Phillip Carswell is based in GREENSBORO, North Carolina, working with TRIAD FINANCIAL ADVISORS, INC.. Their office serves clients in the GREENSBORO metropolitan area and surrounding communities.
How does Nathaniel Phillip Carswell charge for services?
Nathaniel Phillip Carswell's firm is compensated through percentage of aum, other: fee for monitoring 3rd party managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRIAD FINANCIAL ADVISORS, INC.?
TRIAD FINANCIAL ADVISORS, INC. has approximately 19 employees and manages $863M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
CHARLOTTE GuideRALEIGH GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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