Unclaimed Profile

Nathan Robert Truax

CCG WEALTH MANAGEMENT, LLC·SAN DIEGO, California

SIE, Series 7, Series 10, Series 24, Series 63, Series 65, Series 6614 years registeredCCG WEALTH MANAGEMENT, LLC

12255 EL CAMINO REAL, SAN DIEGO, CA 92130CRD# 3203882Firm CRD# 296985

Profile Verification

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

Identity

Nathan Robert Truax · SAN DIEGO, CA

Registration

CRD #3203882 · CCG WEALTH MANAGEMENT, LLC · 14 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Oct 2025 – present

D.A. DAVIDSON & CO.

Sep 2024 – Sep 2025

NEWPORT BEACH, CA

CENTURA WEALTH ADVISORY

Apr 2024 – Jul 2024

SAN DIEGO, CA

LINCOLN FINANCIAL ADVISORS CORPORATION

Oct 2011 – Apr 2024

IRVINE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 10

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · October 24, 2011

Years registered · 14

Disclosure History

2012Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CCG WEALTH MANAGEMENT, LLC

CRD 296985 · SEC 801-113284

AUM

$643M

Regulatory assets under management

Employees

1,425 client accounts

Services offered by CCG WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CCG WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Nathan Robert Truax offer?

Nathan Robert Truax specializes in Financial Planning, Investment Management. Contact their office in SAN DIEGO, California for a consultation.

What are Nathan Robert Truax's credentials?

Nathan Robert Truax is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nathan Robert Truax located?

Nathan Robert Truax is based in SAN DIEGO, California, working with CCG WEALTH MANAGEMENT, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Nathan Robert Truax charge for services?

Nathan Robert Truax's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CCG WEALTH MANAGEMENT, LLC?

CCG WEALTH MANAGEMENT, LLC has approximately 39 employees and manages $643M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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