Swami Nathan

THRESHOLD WEALTH ADVISORS

GLENVIEW, IL

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CRD#: 4590631

Professional summary

Swami Nathan, who also goes by Pampapatiswaran Swaminathan, Papatiswaran Swaminathan, is a registered financial advisor currently at THRESHOLD WEALTH ADVISORS LLC located in Glenview, Illinois.

Swami is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Swami has worked at 3 firms and has passed the Series 66 and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Pampapatiswaran Swaminathan | Papatiswaran Swaminathan

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.

- Name of other business: July Ventures LLC - Investment-related: Yes - Address: 115 N Spincaster Court Spring TX 77389 - Nature of the other business: Venture Capital firm - Position/title/duties: Advisor - Start date: 07/2020 - Approximate number of hours/month devoted to the other business: Less than 1 - Number of hours devoted during securities trading hours: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Swami Nathan'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

July 20, 2026 - Present

THRESHOLD WEALTH ADVISORS LLC

RIA

CRD#: 340602

GLENVIEW, IL

Past

November 4, 2002 - April 29, 2003

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

November 4, 2002 - April 29, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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

Illinois
(7/20/2026)

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Exams

State Security Law Exam

IAR

Series 66

Date: 11/8/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 11/1/2002

General Securities Representative Examination

Current Firm

THRESHOLD WEALTH ADVISORS LLC

CRD#: 340602 / SEC#:

Illinois

Registered Investment Advisory firm - (7/20/2026 Approved)

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Contact information

Main Address

Glenview, IL

Mailing Address

Phone number

(412) 951-7110

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Swami Nathan

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

THRESHOLD WEALTH ADVISORS LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/8/2002

Series 7

Date: 11/1/2002

Current Firm

THRESHOLD WEALTH ADVISORS LLC

Contact information

Documents

Red Flags

Company Information

THRESHOLD WEALTH ADVISORS LLC

TRUST BUT VERIFY

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