Nathan Coffey

CEDAR MOUNTAIN ADVISORS

Tigard, OR 97223

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CRD#: 5700069

Professional summary

Nathan Coffey, CFP®, who also goes by Nathan Knight Coffey, is a registered financial advisor currently at CEDAR MOUNTAIN ADVISORS, LLC located in Tigard, Oregon.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Nathan has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nathan Knight Coffey

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) - RIA

Click below to view Nathan Coffey'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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

February 6, 2013 - Present

CEDAR MOUNTAIN ADVISORS, LLC

Office #1: 7175 Sw Beveland St, Ste 110, Tigard, OR 97223

RIA

CRD#: 140339

Tigard, OR

Past

January 1, 2013 - October 7, 2019

SECURITIES AMERICA, INC.

CRD#: 10205

Tigard, OR

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".

CEDAR MOUNTAIN ADVISORS, LLC

CRD#: 140339 / SEC#: 801-68704

RIA

Registered Investment Advisory firm - (1/3/2008 Approved)

Oregon

Registered Investment Advisory firm - (2/4/2008 Terminated)

Washington

Registered Investment Advisory firm - (2/4/2008 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Oregon
(2/6/2013)

IAR

Texas
(1/6/2022)

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: 11/14/2012

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: 12/26/2012

General Securities Representative Examination

Current Firm

CEDAR MOUNTAIN ADVISORS, LLC

CRD#: 140339 / SEC#: 801-68704

RIA

Registered Investment Advisory firm - (1/3/2008 Approved)

Oregon

Registered Investment Advisory firm - (2/4/2008 Terminated)

Washington

Registered Investment Advisory firm - (2/4/2008 Terminated)

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Contact information

Main Address

5285 Meadows Rd Suite 360, Lake Oswego, OR 97035

Mailing Address

Phone number

(503) 224-6868

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CEDAR MOUNTAIN ADVISORS - ADV PART 2A (CRD# 140339) (9/20/2025)

Regulatory assets under management

Total Number of Accounts	2,612
AUM (Assets Under Management)	$ 1,064,447,606

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 Coffey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CEDAR MOUNTAIN ADVISORS, LLC

SECURITIES AMERICA, INC.

Primary Firm SEC Registration

CEDAR MOUNTAIN ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/14/2012

SIE

Date: 10/1/2018

Series 7

Date: 12/26/2012

Current Firm

CEDAR MOUNTAIN ADVISORS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CEDAR MOUNTAIN ADVISORS, LLC

TRUST BUT VERIFY

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