Nathaniel Thomas Gilman
Investment Adviser Representative at RBF Wealth Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Nathaniel Thomas Gilman is an investment adviser representative with RBF Wealth Advisors in St. Louis, MO, where they have been registered since 2022. They have worked in the securities industry since 2016 and were previously registered with Krilogy. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Missouri.
Office
Advisors at this office: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Missouri
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.
- Krilogy Financial, LLCFeb 2016 – no end date reportedSt. Louis, MO
- RBF Wealth AdvisorsDec 2022 – no end date reportedSt. Louis, MO
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About RBF Wealth Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- $0 - $250,0002.75%
- $250,001 - $750,0002.25%
- $750,001 - $2,000,0001.75%
- $2,000,001+1.50%
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
Comprehensive financial planning and wealth advisory services including budgeting, student loan repayment planning, emergency savings, insurance planning, investment planning, retirement savings, college savings, real estate investment strategy, and coordination with specialized professionals such as CPAs, attorneys, and lenders.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 11
- Offices listed on AdvisorFinder:
- 1
- Main office:
- St. Louis, MO
- SEC file number:
- 801-20351
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 19, 2026
View full firm profileOther advisors at RBF Wealth Advisors
10 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nathaniel Thomas Gilman 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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