Nathan A. York

ATLANTA, GA 30305

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CRD#: 5097176

Professional summary

Nathan Allan York, who also goes by Nathan A York, was a registered financial advisor .

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Nathan had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Nathan A York

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)

The CRS(Customer Relationship Summary) document is not provided.

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

August 21, 2026 - Present

Office #1: 3365 Piedmont Road Ne Suite 1400, Atlanta, GA 30305

ATLANTA, GA

Past

November 15, 2017 - August 27, 2026

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

ALPHARETTA, GA

Past

December 9, 2016 - August 27, 2026

NYLIFE SECURITIES LLC

CRD#: 5167

Alpharetta, GA

Past

May 10, 2006 - September 3, 2015

YIELDQUEST SECURITIES, LLC

CRD#: 135041

ATLANTA, GA

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

Georgia
(8/21/2026)

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: 9/29/2017

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: 5/9/2006

General Securities Representative Examination

Current firm

No current employment

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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Nathan A. York

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

YIELDQUEST SECURITIES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/29/2017

SIE

Date: 10/1/2018

Series 7

Date: 5/9/2006

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

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