NS
Nathan J. Sadowski
Walnut Creek, CA 94596
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CRD#: 6422365
NS
Professional summary
Nathan Joel Sadowski was a registered financial advisor .
Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Nathan had worked at 3 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.
PACIFIC EXCEL INSURANCE SERVICES, INC., WALNUT CREEK, CA, 100% OWNER OF THIS INVESTMENT-RELATED BUSINESS OFFERING ANNUITIES, DISABILITY INSURANCE, GROUP MEDICAL, LIFE INSURANCE, LONG TERM CARE INSURANCE AND MEDICARE SOLUTIONS. LICENSED AS A LIFE AND HEALTH AGENT IN CALIFORNIA. START DATE 11/2011.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
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
July 21, 2025 - Present
Office #1: 925 Ygnacio Valley Rd. Ste 200, Walnut Creek, CA 94596
Walnut Creek, CA
Past
April 17, 2019 - August 22, 2025
J. W. COLE ADVISORS, INC.
RIA
CRD#: 112294
Walnut Creek, CA
Past
November 18, 2014 - April 23, 2019
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
RIA
CRD#: 132070
ALAMEDA, 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(7/21/2025)
Current firm
No current employment
Red Flags
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Company Information
No current employment
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