Unclaimed Profile

Nathan Shioji Kurita

PINNACLE WEALTH ADVISORS·NASHVILLE, Tennessee

SIE, Series 7, Series 7TO, Series 63, Series 66Clean record14 years registeredPINNACLE WEALTH ADVISORS

150 THIRD AVENUE SOUTH, NASHVILLE, TN 37201CRD# 4494159Firm CRD# 132634

Profile Verification

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

Identity

Nathan Shioji Kurita · NASHVILLE, TN

Registration

CRD #4494159 · PINNACLE WEALTH ADVISORS · 14 years registered

Brand Profile

Not yet started

Career History

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Apr 2025 – present

PINNACLE WEALTH ADVISORS

Jun 2016 – May 2025

NASHVILLE, TN

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jan 2012 – Jul 2016

FRANKLIN, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 66

Registration record

First registered · January 23, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PINNACLE WEALTH ADVISORS

CRD 132634 · SEC 801-67352

AUM

$817M

Regulatory assets under management

Employees

264 client accounts

Services offered by PINNACLE WEALTH ADVISORS

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 PINNACLE WEALTH ADVISORS →

Introduction

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Frequently Asked Questions

What services does Nathan Shioji Kurita offer?

Nathan Shioji Kurita specializes in Financial Planning, Investment Management. Contact their office in NASHVILLE, Tennessee for a consultation.

What are Nathan Shioji Kurita's credentials?

Nathan Shioji Kurita is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nathan Shioji Kurita located?

Nathan Shioji Kurita is based in NASHVILLE, Tennessee, working with PINNACLE WEALTH ADVISORS. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.

How does Nathan Shioji Kurita charge for services?

Nathan Shioji Kurita'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 PINNACLE WEALTH ADVISORS?

PINNACLE WEALTH ADVISORS has approximately 6 employees and manages $817M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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