Nathan B. Clements

EPI FINANCIAL GROUP

Troy, MI 48098-2809

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CRD#: 4083774

Professional summary

Nathan Blake Clements, who also goes by Nathan B Clements, Nathan Clements, Nathan Blake Clements, is a registered financial advisor currently at EPI FINANCIAL GROUP located in Troy, Michigan.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Nathan has worked at 5 firms and has passed the Series 66, Series 79TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nathan B Clements | Nathan Clements | Nathan Blake Clements

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Blake Clements's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 20, 2025 - Present

EPI FINANCIAL GROUP

Office #1: 5700 Crooks Rd. Suite 340, Troy, MI 48098-2809

RIA

CRD#: 174160

Troy, MI

Past

November 14, 2024 - October 24, 2025

LPL ENTERPRISE, LLC

RIA

CRD#: 8733

WHITE PLAINS, NY

Past

November 14, 2024 - October 24, 2025

LPL ENTERPRISE, LLC

CRD#: 8733

WHITE PLAINS, NY

Past

February 20, 2024 - November 14, 2024

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

White Plains, NY

Past

February 16, 2024 - November 14, 2024

PRUCO SECURITIES, LLC.

CRD#: 5685

White Plains, NY

Past

June 1, 2009 - May 5, 2023

MORGAN STANLEY

RIA

CRD#: 149777

New York, NY

Past

June 1, 2009 - May 5, 2023

MORGAN STANLEY

CRD#: 149777

NEW YORK, NY

Past

November 27, 2001 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

BALTIMORE, MD

Past

December 21, 2000 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(11/20/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/1/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/20/2000

General Securities Representative Examination

Current Firm

EPI FINANCIAL GROUP

EPI ADVISORS LLC | EPI FINANCIAL GROUP LLC | EPI FINANCIAL GROUP | EPI ADVISORS, LLC

CRD#: 174160 / SEC#:

Florida

Registered Investment Advisory firm - (4/11/2019 Approved)

Louisiana

Registered Investment Advisory firm - (4/4/2024 Approved)

Michigan

Registered Investment Advisory firm - (1/27/2015 Approved)

Ohio

Registered Investment Advisory firm - (6/18/2019 Approved)

Tennessee

Registered Investment Advisory firm - (10/4/2021 Approved)

Texas

Registered Investment Advisory firm - (8/6/2023 Approved)

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Contact information

Main Address

5700 Crooks Rd. Suite 340, Troy, MI 48098-2809

Mailing Address

Phone number

(248) 281-1500

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	87
AUM (Assets Under Management)	$ 6,855,452

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Nathan B. Clements

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Blake Clements's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL ENTERPRISE, LLC

LPL ENTERPRISE, LLC

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/1/2001

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 12/20/2000

Current Firm

EPI FINANCIAL GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EPI FINANCIAL GROUP

TRUST BUT VERIFY

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