About Us

Nathan DeFilippi

Financial Professional
Phone: (800) 476-9150 Ext 4
Fax: (800) 392-2179

Nate DeFilippi joined PRESTIGE Wealth Strategies after working as a Certified Public Accountant for over 8 years.   Nate worked with two regional CPA firms in Pittsburgh, with a primary focus on high net-worth individuals and business taxes, trust and estate planning, and business development. Nate’s financial services practice focuses on wealth accumulation, wealth preservation and retirement planning.  Throughout his professional career, he has been committed to providing his clients with professionalism and guidance to assist them in fulfilling their financial objectives.    

Throughout his career, Nate has received various awards, including the Under 40 Top Young Leaders Award through the Pennsylvania Institute of Certified Public Accountants (PICPA) for his services provided as a CPA and tax professional. 

One a personal note:  Nate lives in Beaver, PA with his wife, Mandy, and their black lab, Luna. He is most passionate about his faith, family, friends, sports, and Italian heritage.

Education & Licenses:

Certified Public Accountant (CPA) - Pennsylvania

Bachelor’s Degree in Accounting – Seton Hill University

Master’s Degree in Business Administration – Seton Hill University

 

 

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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