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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
N••••• P•••••• Q••••••
- Title
- Advisorreportedretirement-strategies.comfirm site, Sep 16, 2026
- Designations
- CFPreportedretirement-strategies.comas printed on the bio page, Sep 17, 2026
- Business email
- nquilter@retirement-strategies.comreportedretirement-strategies.comfirm site, Sep 16, 2026
- Direct business phone
- 614-799-8668reportedretirement-strategies.comfirm site, Sep 16, 2026
- Professional profile
- LINKEDIN.COM/IN/NATHAN-QUILTER-5A735996reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
- Professional profile
- retirement-strategies.com/team/nathan-quilterreportedretirement-strategies.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- R••••••••• S••••••••• L••• independent RIA currentsince Jul 25, 2016 · Dublin, Oh
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address