Osaic Wealth
47yrs
Top advisor by experience in Sturgeon Bay
New
Nathan James Abrahamson
Financial advisor at RBC Capital Markets
At a glance
ExperienceNew to the profession (since Oct 2025)
How that compares ?New to the profession
OfficeSturgeon Bay, WI
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through RBC Capital Markets
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment 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.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- Nov 2025 – nowRBC Capital Markets, LLCCurrent firm
Questions to ask Nathan
Tailored to Nathan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Nathan
How do I contact Nathan?
Call RBC Capital Markets at 212-858-7000 and ask for Nathan James Abrahamson. Nathan works from the Sturgeon Bay, WI office.
How long has Nathan been a financial advisor?
Nathan is new to the profession, registered since Oct 2025, and holds 1 license.
What licenses does Nathan hold?
Series 63. Tap any license on this page to see what it allows.
Is Nathan a fiduciary?
Nathan is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Nathan paid?
RBC Capital Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Nathan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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