AdFi
NM

Nathan Myer Shaffer

Investment Adviser Representative at INTELLUS ADVISORS, LLC

Naples, FLCRD #7205272Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Nathan Myer Shaffer has worked in the securities industry since 2020. They are registered to provide investment advisory services in Florida.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Florida
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/2/2020
Series 7
General Securities Representative Examination
Passed 2/3/2020
SIE
Securities Industry Essentials Examination
Passed 1/3/2020

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Asset tierAnnual rate
Up to $1,000,0001.25%
$1,000,001 - $2,500,0001.00%
$2,500,001 - $5,000,0000.90%
$5,000,001 - $10,000,0000.80%
$10,000,001 - $20,000,0000.70%
$20,000,001 - $30,000,0000.60%
$30,000,001 - $50,000,0000.50%
Over $50,000,0000.00%
Source

Intellus Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

INTELLUS ADVISORS, LLCCurrent
9/10/2025Naples, FL
RAYMOND JAMES & ASSOCIATES, INC.
4/21/20228/8/2025Naples, FL
MORGAN STANLEY
3/3/20204/7/2022Naples, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at INTELLUS ADVISORS, LLC

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View INTELLUS ADVISORS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nathan Myer Shaffer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.