Nathan David Stewart
Professional Summary
Nathan David Stewart, who also goes by Nathan Stewart, Nathan David Stewart, is a registered financial advisor currently at ALPHACORE CAPITAL LLC located in Glendale, Colorado. Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Nathan has worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9, Series 10 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Nathan Stewart, Nathan David Stewart
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
ALPHACORE CAPITAL LLC | ALPHACORE WEALTH ADVISORY | ALPHACORE WEALTH ADVISORS
Contact Information
Main Address
1200 Prospect St Suite 200, La Jolla, CA 92037Phone Number
(858) 875-4100# of Employees
124SEC notice filing (48 States and Territories)
Registered to provide investment advisory services in 48 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
13,477AUM (Assets Under Management)
$12,959,408,390Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ALPHACORE CAPITAL LLC | ALPHACORE WEALTH ADVISORY | ALPHACORE WEALTH ADVISORS
State Registrations and Notice Filings
(9/25/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 9 — General Securities Sales Supervisor - Options Module Examination
Passed Apr 2018About the Series 9 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Mar 2018About the Series 10 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Nathan David Stewart's CRS (Customer Relationship Summary).
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