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Nathan Harris

STRADA FINANCIAL GROUP LLC·FAIRVIEW, Oregon
SIE, Series 6, Series 7TO, Series 63, Series 66Clean record6 years registeredSTRADA FINANCIAL GROUP LLC
1510 NE VILLAGE ST, FAIRVIEW, OR 97024CRD# 4333825Firm CRD# 316987

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nathan Harris · FAIRVIEW, OR
Registration
CRD #4333825 · STRADA FINANCIAL GROUP LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: STRADA FINANCIAL GROUP LLC
STRADA FINANCIAL GROUP LLC
Aug 2022 – Feb 2024
LEHI, UT
AVANTAX ADVISORY SERVICES
Feb 2020 – Aug 2022
Fairview, OR
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7TO
Series 63
Series 66
Registration record
First registered · February 12, 2020
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STRADA FINANCIAL GROUP LLC
CRD 316987 · SEC 801-129391
AUM
$100M
Regulatory assets under management
Employees
4
425 client accounts
Services offered by STRADA FINANCIAL GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STRADA FINANCIAL GROUP LLC →
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05

Frequently Asked Questions

What services does Nathan Harris offer?
Nathan Harris specializes in Financial Planning, Investment Management.
What are Nathan Harris's credentials?
Nathan Harris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nathan Harris located?
Nathan Harris is based in FAIRVIEW, Oregon, last registered with STRADA FINANCIAL GROUP LLC.
How does Nathan Harris charge for services?
Nathan Harris's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRADA FINANCIAL GROUP LLC?
STRADA FINANCIAL GROUP LLC has approximately 4 employees and manages $100M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STRADA FINANCIAL GROUP LLC

Brian Harris
FAIRVIEW, OR
CFPPFS

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
PORTLAND (296)LAKE OSWEGO (96)BEND (36)EUGENE (32)SALEM (30)BEAVERTON (21)MEDFORD (15)CLACKAMAS (14)JACKSONVILLE (8)GRANTS PASS (8)
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Research
Advisor Fees in OregonNational Fee Analysis
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