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RIA / WealthAdvisor19 years in industry

Nathaniel Lewis Burstin

Advisor at MERIT FINANCIAL ADVISORS

ALPHARETTA, GA | Boca Raton, FL

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Search this name across graphsid dfx:ria:64682734-81e8-8aee-c364-8a20146ce828

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jul 13, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MERIT FINANCIAL ADVISORS
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 12, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S66
First exam: Jul 12, 2007
First registration: Jul 13, 2007
Dual registered: no
Other names: NATHANIEL L BURSTIN
IAPD individual key: 5056716

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MERIT FINANCIAL ADVISORS	Bd affiliated wealth	Apr 8, 2022	n/a	yes	Boca Raton, FL\|ALPHARETTA, GA	Current employment
STONE CREEK CAPITAL MANAGEMENT LLC	Former SEC adviser	Oct 4, 2019	Apr 4, 2022	no	ALPHARETTA, GA	Previous registration
BILTMORE CAPITAL ADVISORS	Former SEC adviser	Oct 4, 2019	Apr 25, 2022	no	BOCA RATON, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 24, 2018	Jan 2, 2019	no	BOCA RATON, FL	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Jul 13, 2007	Oct 20, 2011	no	NEW YORK, NY\|NEW YORK, NY\|FLORHAM PARK, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BILTMORE CAPITAL ADVISORS	MERIT FINANCIAL ADVISORS	Apr 25, 2022	Apr 8, 2022	-17	Firm change	RIA to RIA
STONE CREEK CAPITAL MANAGEMENT LLC	BILTMORE CAPITAL ADVISORS	Apr 4, 2022	Oct 4, 2019	-913	Firm change after gap	Other
WELLS FARGO ADVISORS	STONE CREEK CAPITAL MANAGEMENT LLC	Jan 2, 2019	Oct 4, 2019	275	Firm change	Other
RBC CAPITAL MARKETS, LLC	WELLS FARGO ADVISORS	Oct 20, 2011	Jul 24, 2018	2,469	Firm change after gap	Ibd to wirehouse

Relationships

Registered with (5)

→ MERIT FINANCIAL ADVISORSRegistered adviserregistration: current employment
Apr 8, 2022 to presentfactForm ADV
→ BILTMORE CAPITAL ADVISORSRegistered adviserregistration: previous registration
Oct 4, 2019 to Apr 25, 2022factForm ADV
→ STONE CREEK CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Oct 4, 2019 to Apr 4, 2022factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 24, 2018 to Jan 2, 2019factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Jul 13, 2007 to Oct 20, 2011factForm ADV

Dated events

Occurred
Apr 25, 2022
Advisor changed firm
Nathaniel Lewis Burstin left Biltmore Capital Advisors for Merit Financial Advisors (registered 2022-04-08)
Form ADVobserved 5 days ago
Occurred
Apr 4, 2022
Advisor changed firm
Nathaniel Lewis Burstin left Stone Creek Capital Management Llc for Biltmore Capital Advisors (registered 2019-10-04)
Form ADVobserved 5 days ago