NP
Nathanial L. Parker
RIK SAYLOR FINANCIAL
FAIRFIELD, OH 45014
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CRD#: 5522033
NP
Nathanial Lee ParkerRIK SAYLOR FINANCIAL
Professional summary
Nathanial Lee Parker, who also goes by Nate Lee Parker, is a registered financial advisor currently at RIK SAYLOR FINANCIAL, INC. located in Fairfield, Ohio and SAVVY located in Fairfield, Ohio.
Nathanial is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Nathanial has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Always Fiduciary
Aliases
Nate Lee Parker
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.
10/2024 - No Business Name - Investment Related - At Reported Business Location(s) - Other-NOTARY PUBLIC - Started 10/2024 - 1 Hour Per Month. Rik Saylor Financial; investment related; owner/advisor; Fairfield, OH; serves as DBA entity for work at Savvy Advisors, advisor, 09/14/2026, 40 trading, (same hours as role at Savvy -this is the DBA for this role)
CRS (Client Relationship Summary) - RIA
Click below to view Nathanial Lee Parker'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®
NoneExperience
Current
May 1, 2023 - Present
RIK SAYLOR FINANCIAL, INC.
Office #1: 1241 Nilles Road, Fairfield, OH 45014RIA
CRD#: 165484
FAIRFIELD, OH
Current
September 16, 2026 - Present
SAVVY
Office #1: 1241 Nilles Rd, Fairfield, OH 45011RIA
CRD#: 318493
Fairfield, OH
Past
December 3, 2018 - September 15, 2022
TRIAD ADVISORS LLC
BD
CRD#: 25803
Fairfield, OH
Past
November 29, 2017 - December 6, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
FAIRFIELD, OH
Past
June 29, 2016 - November 29, 2017
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
FAIRFIELD, OH
Past
June 7, 2013 - June 30, 2016
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
CINCINNATI, OH
Past
June 19, 2008 - December 11, 2009
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
CINCINNATI, OH
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".
SA
SAVVY
ATTICUS WEALTH MANAGEMENT | WOZNY CAPITAL ADVISORS | WEALTH RETENTION | UNIVERSAL VALUE ADVISORS | TRUE HARVEST PRIVATE WEALTH | THE RETIREMENT STUDIO | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SORELLE WEALTH PARTNERS | SHARPEWEALTH | SEDAI WEALTH | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | REVIVE WEALTH | RENOVATE FINANCIAL PLANNING | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MILETTI WEALTH MANAGEMENT | MARKETWISE ASSET MANAGEMENT | MARCADO ASSET MANAGEMENT | MARATHON WEALTH ADVISORS | LONGLEAF PRIVATE WEALTH | KHOURY PRIVATE WEALTH | JNB WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS | FLEX WEALTH MANAGEMENT | DEEP FORK | DC INSTITUTIONAL | CORSO WEALTH LLC | COLORADO WEALTH GROUP | CEDAR + SEVENS WEALTH | BUILD BETTER FINANCIAL FUTURE | BREAKAWAY FINANCIAL GROUP LLC | BLUE BARN WEALTH | BEYOND WEALTH MANAGERS
CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - (4/11/2022 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.Highlighted states indicate IAR registrations
IAR
Ohio(5/1/2023)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
PR
Series 6
Passed: 6/17/2008
Investment Company Products/Variable Contracts Representative Examination
Current Firm
SA
SAVVY
ATTICUS WEALTH MANAGEMENT | WOZNY CAPITAL ADVISORS | WEALTH RETENTION | UNIVERSAL VALUE ADVISORS | TRUE HARVEST PRIVATE WEALTH | THE RETIREMENT STUDIO | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SORELLE WEALTH PARTNERS | SHARPEWEALTH | SEDAI WEALTH | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | REVIVE WEALTH | RENOVATE FINANCIAL PLANNING | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MILETTI WEALTH MANAGEMENT | MARKETWISE ASSET MANAGEMENT | MARCADO ASSET MANAGEMENT | MARATHON WEALTH ADVISORS | LONGLEAF PRIVATE WEALTH | KHOURY PRIVATE WEALTH | JNB WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS | FLEX WEALTH MANAGEMENT | DEEP FORK | DC INSTITUTIONAL | CORSO WEALTH LLC | COLORADO WEALTH GROUP | CEDAR + SEVENS WEALTH | BUILD BETTER FINANCIAL FUTURE | BREAKAWAY FINANCIAL GROUP LLC | BLUE BARN WEALTH | BEYOND WEALTH MANAGERS
CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - (4/11/2022 Approved)Loading...
Contact information
Main Address
111 West 33rd Street Unit 1410, New York, NY 10001
Mailing Address
Phone number
(833) 745-6789
Established
Firm type
Fiscal year end
# of Employees
170
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 14,645 |
| AUM (Assets Under Management) | $ 5,001,044,474 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SAVVY
CRD#: 318493Fairfield, OH 45014TRUST BUT VERIFY
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