Nathan Elby
Advisor at Merrill — Schaumburg, IL N Martingale Rd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
6 years
Location
Schaumburg, IL 60173
Merrill
Institution
Nathan Elby is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing tailored strategies including retirement income planning, portfolio management, tax minimization, and family wealth management planning. His expertise encompasses financial planning, retirement income planning, tax-efficient portfolios, cash flow analysis, and estate planning services.
Nathan grew up during the Great Financial Crisis, which inspired him to help individuals and families prepare for financial uncertainties. He earned a Bachelor's Degree in Finance from Michigan State University and holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Chartered Retirement Planning Counselor (CRPC) designations. He focuses on offering financial plans characterized by honesty, transparency, and service.
Beyond his professional work, Nathan is involved in community activities such as serving as a Track & Field Coach and participating in the Villas of Boulder Ridge Homeowner's Association. He also contributes to financial literacy through Junior Achievement.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Schaumburg, IL N Martingale Rd
10 N Martingale Rd
Schaumburg IL 60173
Advisors at this office
33
Illinois · Texas
6 years of industry experience
Bank of America, N.A.
2023 - Present • 3 years
Schaumburg, IL
Merrill
2023 - Present • 3 years
Schaumburg, IL
Strutzel Family Wealth Management LLC
2021 - 2023 • 2 years
Schaumburg, IL
Cetera Advisor Networks
2021 - 2023 • 2 years
El Segundo, CA
Raymond James and Associates, Inc
2020 - 2021 • 1 year
Schaumburg, IL
TD Auto Finance
2019 - 2019 • 1 year
Farmington Hills, MI
TD Auto Finance
2018 - 2018 • 1 year
Farmington Hills, MI
Morgan Stanley
2017 - 2018 • 1 year
Birmingham, MI
Michigan State University
2015 - 2019 • 4 years
East Lansing, MI
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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