Nathan Walsh Harris
Investment Adviser Representative at Appleton Partners, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Nathan Walsh Harris is an investment adviser representative with Appleton Partners, Inc. in Boston, MA, where they have been registered since 2025, the year they entered the securities industry. They are registered to provide investment advice in Massachusetts.
Office
Advisors at this office: 30
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Massachusetts
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Appleton Partners, Inc.Jul 2012 – no end date reportedBoston, MA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Appleton Partners, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $2,000,000 (waivable)
- First $2 million1.00%
- Next $2 million0.75%
- Over $4 million0.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Separate account portfolio management, financial planning, wealth management, and investment strategies tailored to individual client objectives
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 31
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Boston, MA
- Founded:
- 1986
- SEC file number:
- 801-29384
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 23, 2026
View full firm profileOther advisors at Appleton Partners, Inc.
Showing 12 of 31 in the directory
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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 Walsh Harris 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.
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