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Nathaniel Gjermund Gehring

Keatsconnelly

Boynton Beach

FL

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Overview

Services

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Funds

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Keatsconnelly 3 years, 2 months Apr 2014 - Present
United Capital Financial Advisers, LLC 10 months Jun 2013 - Apr 2014
Keats, Connelly and Associates, LLC 1 year, 6 months Dec 2011 - Jun 2013
Conceptual Investment Advisors Inc 8 months Mar 2011 - Nov 2011
Couples Financial Planning & Coaching, LLC 6 months Sep 2010 - Mar 2011
Mhn Government Services 2 years, 4 months Aug 2009 - Dec 2011
Winch Advisory Services LLC 7 months Jan 2009 - Aug 2009
Wealth Management, LLC 3 years, 1 month Nov 2005 - Dec 2008
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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Nov 2, 2015
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Nov 2, 2015
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Keatsconnelly

Last updated on Jan. 13, 2017
    • $295.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 415
      Accounts
    • $712.2K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
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