Imtiyaz M. Nathoo
Professional summary
Imtiyaz Muhamed Nathoo, CFP®, who also goes by Imtiyaz M Nathoo, is a registered financial advisor currently at EAGLE'S CREST ADVISORS, LLC located in Sanford, Florida.
Imtiyaz is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Imtiyaz has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Imtiyaz Muhamed Nathoo's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 17, 2026 - Present
EAGLE'S CREST ADVISORS, LLC
June 21, 2012 - March 25, 2026
SCHWAB WEALTH ADVISORY, INC.
May 23, 2012 - June 21, 2012
CHARLES SCHWAB & CO., INC.
February 22, 2012 - May 17, 2012
CHARLES SCHWAB & CO., INC.
October 7, 2011 - March 25, 2026
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
EAGLE'S CREST ADVISORS, LLC
CRD#: 335252 / SEC#: 801-132362
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/17/2026)
Exams
Current Firm
EAGLE'S CREST ADVISORS, LLC
CRD#: 335252 / SEC#: 801-132362
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 82 |
| AUM (Assets Under Management) | $ 30,581,385 |
Red Flags
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