Nate Stevens, AAMS®, AIF®
Portfolio Operations
Nate provides portfolio administration and research for Eastgate Financial Group. His lifelong love for economics and current events brings valuable insights into market trends and long-term outlooks. His support allows Scott to create customized financial plans with lasting impact.
Nate studied economics at SUNY Oswego and SUNY Geneseo and has worked in sales and as a registered representative. Nate and his wife Danielle are avid skiers and take every chance they get to spend time outdoors with their son Porter and daughter Lyra. Nate holds FINRA series 7 registrations held through LPL Financial and series 66 held through Private Advisor Group and LPL Financial.