DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Nathaniel Cone Mcphail
Feed of 09/14/2026
Also filed as Nate Mcphail
At current firm
11 y
since Jun 5, 2015
In the industry
26 y
since Oct 18, 1999 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Morgan Stanley wirehouse currentsince Jun 5, 2015 · San Francisco, Ca
- Robertson Stephens Advisors formerMay 29, 2014 to May 18, 2015 · San Francisco, Ca
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAug 27, 2002 to Jul 19, 2005 · San Francisco, Ca
- Robertson Stephens, Inc. unclassifiedOct 18, 1999 to Aug 1, 2002 · San Francisco, Ca
Moves
a registration end followed by a registration begin elsewhere
- Robertson Stephens Advisors to Morgan Stanleyleft May 18, 2015, registered Jun 5, 2015 (18 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Robertson Stephens Advisorsleft Jul 19, 2005, registered May 29, 2014 (3236 days) · Other
- Robertson Stephens, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Aug 1, 2002, registered Aug 27, 2002 (26 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wirehousederived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address