Nathan R. Bitner

CETERA INVESTMENT ADVISERS LLC

ROCKWALL, TX 75087

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CRD#: 5467284

Professional summary

Nathan Ryan Bitner, who also goes by Nathan Bitner, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Rockwall, Texas and CETERA WEALTH SERVICES, LLC located in Lakeway, Texas.

Nathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Nathan has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nathan Bitner

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)STREAM WEALTH PARTNERS LLC POSITION: Financial Advisor NATURE: Entity name for the ensemble practice. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/01/2023 ADDRESS: 1008 RR 620 South, Ste 202, Lakeway TX 78734, United States DESCRIPTION: Stream is the client facing brand forour clients through Avantax. I will be helping with branding and long term growth strategies.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Ryan Bitner'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

September 5, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 1101 Ridge Rd. Ste 121, Rockwall, TX 75087Office #2: 103 Rr 620 South, Lakeway, TX 78734

RIA

CRD#: 105644

ROCKWALL, TX

Current

September 5, 2025 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 103 Rr 620 South, Lakeway, TX 78734

CRD#: 13572

LAKEWAY, TX

Past

June 18, 2021 - September 5, 2025

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

ROCKWALL, TX

Past

June 18, 2021 - September 5, 2025

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

LAKEWAY, TX

Past

February 3, 2020 - June 22, 2021

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Westlake, TX

Past

February 3, 2020 - June 22, 2021

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Westlake, TX

Past

February 20, 2014 - December 10, 2019

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

WYLIE, TX

Past

February 11, 2014 - December 10, 2019

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Irving, TX

Past

October 1, 2012 - October 16, 2013

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

ROWLETT, TX

Past

October 1, 2012 - October 16, 2013

J.P. MORGAN SECURITIES LLC

CRD#: 79

ROWLETT, TX

Past

April 28, 2012 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

GARLAND, TX

Past

January 15, 2008 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

GARLAND, TX

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".

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(9/5/2025)

Arizona
(9/5/2025)

California
(9/5/2025)

Florida
(9/5/2025)

Kansas
(9/15/2025)

Louisiana
(9/19/2025)

New Jersey
(9/19/2025)

North Carolina
(9/5/2025)

Oklahoma
(9/5/2025)

Pennsylvania
(9/19/2025)

Texas
(9/5/2025)

IAR

Texas
(9/5/2025)

Wisconsin
(10/29/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/30/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/25/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/15/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/13/2008

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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Contact information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Mailing Address

Phone number

(310) 257-7880

Established

Firm type

Fiscal year end

# of Employees

7,705

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	584,487
AUM (Assets Under Management)	$ 163,792,814,520

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

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 R. Bitner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/30/2012

Series 63

Date: 2/25/2008

SIE

Date: 10/1/2018

Series 7

Date: 6/15/2011

Series 6

Date: 1/13/2008

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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