Nathaniel J. Angelo

COMPOSITION WEALTH

Los Angeles, CA 90064

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CRD#: 4637789

Professional summary

Nathaniel James Angelo, who also goes by Nathaniel James Angelo Mr., is a registered financial advisor currently at COMPOSITION WEALTH, LLC located in Los Angeles, California.

Nathaniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Nathaniel has worked at 8 firms and has passed the Series 66, SIE, Series 7, Series 10, Series 9 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nathaniel James Angelo Mr.

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.

1) Northshore Capital Investment LLC; Investment Related; PO Box 510 Manson WA 98831; Real Estate Investments; Capital Contributor - Member; 6/1/2024; 4 hours per month; Ownership and looking for more capital investors

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathaniel James Angelo's CRS (Customer Relationship Summary).

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 7, 2023 - Present

COMPOSITION WEALTH, LLC

Office #1: 11300 West Olympic Blvd Suite 800, Los Angeles, CA 90064

RIA

CRD#: 143483

Los Angeles, CA

Past

August 29, 2017 - July 13, 2023

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

Tacoma, WA

Past

August 29, 2017 - July 13, 2023

RBC CAPITAL MARKETS, LLC

CRD#: 31194

Tacoma, WA

Past

June 20, 2016 - August 25, 2017

COLUMBIA RIVER ADVISORS

RIA

CRD#: 154571

Tacoma, WA

Past

May 7, 2015 - June 22, 2016

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

RIA

CRD#: 151298

OLYMPIA, WA

Past

May 1, 2015 - June 20, 2016

LPL FINANCIAL LLC

CRD#: 6413

OLYMPIA, WA

Past

July 15, 2014 - March 31, 2015

CONCERT WEALTH MANAGEMENT

RIA

CRD#: 141253

GIG HARBOR, WA

Past

June 29, 2007 - July 25, 2014

RUSSELL INVESTMENTS

RIA

CRD#: 105734

SEATTLE, WA

Past

July 1, 2005 - June 29, 2007

RUSSELL INVESTMENTS

RIA

CRD#: 105734

TACOMA, WA

Past

May 26, 2003 - July 25, 2014

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

CRD#: 21771

SEATTLE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COMPOSITION WEALTH, LLC

COMPOSITION WEALTH, LLC | MIRACLE MILE ADVISORS, LLC | MIRACLE MILE ADVISORS, INC.

CRD#: 143483 / SEC#: 801-74711

RIA

Registered Investment Advisory firm - (3/22/2012 Approved)

California

Registered Investment Advisory firm - (4/11/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

California
(7/7/2023)

IAR

Washington
(7/7/2023)

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: 7/1/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/22/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 11/23/2020

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 9/2/2020

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 24

Date: 5/27/2011

General Securities Principal Examination

Current Firm

COMPOSITION WEALTH, LLC

COMPOSITION WEALTH, LLC | MIRACLE MILE ADVISORS, LLC | MIRACLE MILE ADVISORS, INC.

CRD#: 143483 / SEC#: 801-74711

RIA

Registered Investment Advisory firm - (3/22/2012 Approved)

California

Registered Investment Advisory firm - (4/11/2012 Terminated)

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Contact information

Main Address

11300 West Olympic Blvd Suite 800, Los Angeles, CA 90064

Mailing Address

Phone number

(310) 246-1243

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 - WRAP FEE PROGRAM BROCHURE (10/27/2025)

FORM ADV PART 2A (10/27/2025)

Regulatory assets under management

Total Number of Accounts	8,671
AUM (Assets Under Management)	$ 6,714,187,844

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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Firm Stability Insights

Nathaniel J. Angelo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathaniel James Angelo's CRS (Customer Relationship Summary).

Certified licenses

Experience

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

COLUMBIA RIVER ADVISORS

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

LPL FINANCIAL LLC

CONCERT WEALTH MANAGEMENT

RUSSELL INVESTMENTS

RUSSELL INVESTMENTS

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

COMPOSITION WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/1/2003

SIE

Date: 10/1/2018

Series 7

Date: 5/22/2003

Series 10

Date: 11/23/2020

Series 9

Date: 9/2/2020

Series 24

Date: 5/27/2011

Current Firm

COMPOSITION WEALTH, LLC

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COMPOSITION WEALTH, LLC

TRUST BUT VERIFY

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