Unclaimed Profile

Nathan Faldmo

STABLEFORD CAPITAL LLC·SCOTTSDALE, Arizona

SIE, Series 7, Series 63, Series 66CFPClean record12 years registeredSTABLEFORD CAPITAL LLC

14646 NORTH KIERLAND BLVD., SCOTTSDALE, AZ 85254CRD# 5476212Firm CRD# 173383

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nathan Faldmo · SCOTTSDALE, AZ

Registration

CRD #5476212 · STABLEFORD CAPITAL LLC · 12 years registered

Brand Profile

Not yet started

Career History

FOUNDATIONS INVESTMENT ADVISORS LLC

Feb 2024 – present

KINGDOM FINANCIAL GROUP, LLC

Dec 2021 – Jan 2024

PEORIA, AZ

HERITAGE FINANCIAL PARTNERS LLC

Jul 2020 – Sep 2021

GILBERT, AZ

STABLEFORD CAPITAL LLC

Jan 2015 – Jun 2020

SCOTTSDALE, AZ

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Apr 2014 – Nov 2014

CHANDLER, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · April 14, 2014

Years registered · 12

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STABLEFORD CAPITAL LLC

CRD 173383 · SEC 801-80522

AUM

$271M

Regulatory assets under management

Employees

268 client accounts

Services offered by STABLEFORD CAPITAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STABLEFORD CAPITAL LLC →

Introduction

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Frequently Asked Questions

What services does Nathan Faldmo offer?

Nathan Faldmo specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Nathan Faldmo's credentials?

Nathan Faldmo holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Nathan Faldmo located?

Nathan Faldmo is based in SCOTTSDALE, Arizona, working with STABLEFORD CAPITAL LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Nathan Faldmo charge for services?

Nathan Faldmo's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STABLEFORD CAPITAL LLC?

STABLEFORD CAPITAL LLC has approximately 5 employees and manages $271M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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