Nathan A. Torinus

TOR WEALTH ADVISORS

Folsom, CA 95630

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CRD#: 6309775

Professional summary

Nathan Adams Torinus, CFP®, who also goes by Nate Adams Torinus, Nathan Torinus, Nate Torinus, is a registered financial advisor currently at TOR WEALTH ADVISORS, LLC located in Folsom, California.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Nathan has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nate Adams Torinus | Nathan Torinus | Nate Torinus

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)Sacramento Angels, Sacramento, CA, 95822. Description: Club of investors in the early stages of companies. Beginning in 2019. Position: Member, participates in the due diligence committee. # of hours: 3-4/month, none during securities trading hours. 2) Van Hulzen Asset Management, El Dorado Hills, CA 95762. IAR. Start Date: 08/2021. # of hours: 40/month during securities trading hours. Temporary dual registration while clients transition to Tor Wealth Advisors, LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Adams Torinus'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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

May 9, 2022 - Present

TOR WEALTH ADVISORS, LLC

Office #1: 664 Oreno Ct., Folsom, CA 95630

RIA

CRD#: 319761

Folsom, CA

Past

August 2, 2021 - September 12, 2022

VAN HULZEN FINANCIAL ADVISORS

RIA

CRD#: 116632

EL DORADO HILLS, CA

Past

November 17, 2014 - January 8, 2021

GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC

RIA

CRD#: 105698

SACRAMENTO, CA

Past

August 20, 2014 - January 26, 2021

OSAIC WEALTH, INC.

CRD#: 23131

SACRAMENTO, 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
(5/9/2022)

IAR

Texas
(2/1/2023)

IAR

Wisconsin
(2/7/2023)

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: 9/30/2014

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: 8/20/2014

General Securities Representative Examination

Current Firm

TOR WEALTH ADVISORS, LLC

CRD#: 319761 / SEC#:

California

Registered Investment Advisory firm - (5/9/2022 Approved)

Texas

Registered Investment Advisory firm - (2/1/2023 Conditional Restricted)

Wisconsin

Registered Investment Advisory firm - (2/3/2023 Approved)

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Contact information

Main Address

664 Oreno Ct., Folsom, CA 95630

Mailing Address

Phone number

(916) 257-5651

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	179
AUM (Assets Under Management)	$ 67,000,000

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 A. Torinus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

TOR WEALTH ADVISORS, LLC

VAN HULZEN FINANCIAL ADVISORS

GENOVESE BURFORD & BROTHERS WEALTH AND RETIREMENT PLAN MGMT, LLC

OSAIC WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/30/2014

SIE

Date: 10/1/2018

Series 7

Date: 8/20/2014

Current Firm

TOR WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TOR WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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