Wells Fargo Advisors
45yrs
Top advisor by experience in Norwell
9yrs
Nathaniel Ramsay
Financial advisor at Ameriprise Financial Services
Nathaniel Ramsay is a fiduciary financial advisor in Norwell, Massachusetts, with 9 years in the industry. Nathaniel joined Ameriprise Financial Services in 2021, after a year at John Hancock Personal Financial Services. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 154 advisors with offices in Norwell, and one of 140 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office80 Washington St Suite E11, Norwell, MA 02061
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?2 states
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowAmeriprise Financial Services, LLCCurrent firm
- Oct 2018 – Sep 2019
Contact Nathaniel
Local office(781) 792-0200Ask for Nathaniel. (612) 671-3131Main office · Minneapolis, MN 80 Washington St Suite E11Norwell, MA 02061Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Nathaniel
Tailored to Nathaniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Nathaniel
How do I contact Nathaniel?
Call Nathaniel’s local office at (781) 792-0200 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Nathaniel Ramsay.
How long has Nathaniel been a financial advisor?
Nathaniel has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Nathaniel hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Nathaniel a fiduciary?
Nathaniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nathaniel paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Nathaniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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