Unclaimed Profile

Nathaniel James Angelo

COLUMBIA RIVER ADVISORS, LLC·TACOMA, Washington

SIE, Series 7, Series 9, Series 10, Series 24, Series 66Clean record21 years registeredCOLUMBIA RIVER ADVISORS, LLC

2115 N 30TH STREET, SUITE 102, TACOMA, WA 98403CRD# 4637789Firm CRD# 154571

Profile Verification

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

Identity

Nathaniel James Angelo · TACOMA, WA

Registration

CRD #4637789 · COLUMBIA RIVER ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

COMPOSITION WEALTH, LLC

Jul 2023 – present

RBC CAPITAL MARKETS, LLC

Aug 2017 – Jul 2023

Tacoma, WA

COLUMBIA RIVER ADVISORS

Jun 2016 – Aug 2017

Tacoma, WA

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

May 2015 – Jun 2016

OLYMPIA, WA

CONCERT WEALTH MANAGEMENT

Jul 2014 – Mar 2015

GIG HARBOR, WA

RUSSELL INVESTMENTS

Jun 2007 – Jul 2014

SEATTLE, WA

RUSSELL INVESTMENT GROUP

Jul 2005 – Jun 2007

TACOMA, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 66

Registration record

First registered · July 1, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COLUMBIA RIVER ADVISORS, LLC

CRD 154571 · SEC 801-71970

AUM

$472M

Regulatory assets under management

Employees

1,049 client accounts

Services offered by COLUMBIA RIVER ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at COLUMBIA RIVER ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Nathaniel James Angelo offer?

Nathaniel James Angelo specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in TACOMA, Washington for a consultation.

What are Nathaniel James Angelo's credentials?

Nathaniel James Angelo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nathaniel James Angelo located?

Nathaniel James Angelo is based in TACOMA, Washington, working with COLUMBIA RIVER ADVISORS, LLC. Their office serves clients in the TACOMA metropolitan area and surrounding communities.

How does Nathaniel James Angelo charge for services?

Nathaniel James Angelo's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COLUMBIA RIVER ADVISORS, LLC?

COLUMBIA RIVER ADVISORS, LLC has approximately 6 employees and manages $472M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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