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NATHANAEL R. BRAYTON, CFA
BRAYTON, NATHANAEL ROTCH
CRD 130269
101 FEDERAL STREET, C/O REGUS CORP SUITE#1900, BOSTON, MA, 02110-1861, United States
Phone
617-988-2828
Fax
617-946-0960
Registration
— (—)
Source
State registered
Total AUM
$96.8M
Discretionary AUM
$96.8M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-27
Disciplinary history
Yes
Services
Portfolio management (individuals)Selection of other advisersPORTFOLIO MANAGEMENT FOR TRUSTEES OF FAMILY TRUSTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $3.9M |
| High net worth individuals | 13 | $92.9M |
Official SEC filing: View on IAPD