Nathan Fulkman has been an investment adviser representative at Moralis Technologies since June 2024, and is not listed among the firm’s executive officers or direct owners.
Moralis Technologies, LLC is a Pittsburgh, PA firm with $103M under management, 67 clients and 7 advisers in one office, as of its August 2026 filing.
Nathan Fulkman’s longest registration is the current one, 5 years at Mfa Wealth Advisors, LLC since 2021. Before joining Moralis Technologies in 2024, Nathan Fulkman was registered through Key Investment Services LLC and LPL Financial LLC.
- Moralis Technologies, LLCCurrent– present · 2 yearsPittsburgh, PA · Adviser representative · Firm CRD 316221
- Mfa Wealth Advisors, LLCAlso current– present · 5 yearsPittsburgh, PA · Adviser representative · Firm CRD 171984
- Key Investment Services LLC– · 4 yearsHouston, PA · Adviser representative · Firm CRD 136300
- LPL Financial LLC– · 2 yearsFinleyville, PA · Adviser representative · Firm CRD 6413
- Edward Jones– · under a yearSt Louis, MO · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Nathan Fulkman is registered as an investment adviser representative in Pennsylvania, since June 2021.
- PennsylvaniaSince 16 June 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 5 July 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 9 November 2013 |
| Series 7 | General Securities Representative Examination | 16 September 2013 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Nathan Louis Fulkman
- CRD
- 6233195
- Firm
- Moralis Technologies · CRD 316221
- Office
- 650 WASHINGTON RD, SUITE 8000, Pittsburgh, PA 15228
- Registration
- Investment adviser registration
- In the industry since
- November 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Nathan Fulkman work?
Nathan Fulkman is an investment adviser representative registered through Moralis Technologies, LLC since June 2024, and is not listed among the firm’s executive officers or direct owners.
Is Nathan Fulkman a financial advisor?
Yes. Nathan Fulkman has a current investment-adviser registration in Pennsylvania, through Moralis Technologies since June 2024.
How many years of experience does Nathan Fulkman have?
Nathan Fulkman has 12 years in the financial industry, since November 2013, across 5 adviser firms.
What exams has Nathan Fulkman passed?
Nathan Fulkman has passed 3 licensing exams: the Series 7, Series 66 and Series 7TO. The earliest, the Series 7, was passed in September 2013. FINRA credited Nathan Fulkman with the SIE, which began in October 2018.
Where did Nathan Fulkman work before Moralis Technologies?
Before Moralis Technologies, Nathan Fulkman was registered through Key Investment Services LLC, September 2016 to June 2021; LPL Financial LLC, January 2014 to September 2016; Edward Jones, November 2013 to December 2013.
Where is Nathan Fulkman based?
Nathan Fulkman’s registered office is in Pittsburgh, PA.
Is Nathan Fulkman registered with FINRA?
No. Nathan Fulkman has no current broker registration.
How can I verify Nathan Fulkman’s record?
Search CRD 6233195 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nathan Fulkman’s full registration record.
- Christopher McMahonPresident, Chief Executive Officer
- David ReichertChief Compliance Officer
- Megan PetruskaChief Operations Officer