RBC Capital Markets
47yrs
Top advisor by experience in Stuart
13yrs
Nathaniel Jarrett has worked in the financial industry for 13 years and is a fiduciary financial advisor based in Stuart, Florida. Nathaniel has been with Merrill since 2025; before that, Nathaniel spent six years at RBC Capital Markets and two years at Raymond James & Associates. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 263 advisors with offices in Stuart, and one of 227 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?13 years in the industry
Office2301 SE Monterey Rd, Stuart, FL 34996
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational 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.
Series 66Uniform Combined State Law Examination
Career
- Jun 2025 – nowMerrillCurrent firm
- 2019 – 2025RBC Capital Markets, LLCPreviously
- 2017 – 2019Raymond James & Associates, Inc.Previously
- 2013 – 2017UBS Financial Services Inc.Previously
Contact Nathaniel
(800) 637-7455Firm headquarters in New York, NY. Ask for Nathaniel. 2301 SE Monterey RdStuart, FL 34996Office · Get directions
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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?
- 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 Merrill at (800) 637-7455 and ask for Nathaniel Jarrett. Nathaniel works from the Stuart, FL office.
How long has Nathaniel been a financial advisor?
Nathaniel has been in the industry since 2013, about 13 years. 13 years in the industry.
What licenses does Nathaniel hold?
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?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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