Nathan R. Wallace

GREYFOX INVESTORS LLC

OJAI, CA

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CRD#: 5646552

Professional summary

Nathan Reed Wallace is a registered financial advisor currently at GREYFOX INVESTORS LLC located in Ojai, California and GREYFOX INVESTORS LLC located in Ojai, California.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Nathan has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

I work at Savvy Advisors in addition to owning Greyfox Investors.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Reed Wallace'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®

None

Experience

Current

September 9, 2024 - Present

RIA

CRD#: 134021

OJAI, CA

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
(9/9/2024)

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Exams

State Security Law Exam

IAR

Series 65

Date: 10/10/2012

Uniform Investment Adviser Law Examination

Current Firm

GREYFOX INVESTORS LLC

CRD#: 334180 / SEC#:

California

Registered Investment Advisory firm - (12/20/2024 Approved)

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Contact information

Main Address

Ventura, CA

Mailing Address

Phone number

(805) 607-9444

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	7
AUM (Assets Under Management)	$ 1,619,000

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 R. Wallace

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Reed Wallace's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREYFOX INVESTORS LLC

GREYFOX INVESTORS LLC

GREYFOX INVESTORS LLC

SAVVY

GREYFOX INVESTORS LLC

TEN ASSET MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/10/2012

Current Firm

GREYFOX INVESTORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GREYFOX INVESTORS LLC

TRUST BUT VERIFY

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