Nathan J. Sadowski

PACIFIC EXCEL WEALTH ADVISORS

Walnut Creek, CA 94596

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CRD#: 6422365

Professional summary

Nathan Joel Sadowski is a registered financial advisor currently at PACIFIC EXCEL WEALTH ADVISORS, INC. located in Walnut Creek, California.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Nathan has 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Joel Sadowski'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®

None

Experience

Current

July 21, 2025 - Present

PACIFIC EXCEL WEALTH ADVISORS, INC.

Office #1: 925 Ygnacio Valley Rd. Ste 200, Walnut Creek, CA 94596

RIA

CRD#: 172356

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

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".

PACIFIC EXCEL WEALTH ADVISORS, INC.

CRD#: 172356 / SEC#: 801-133924

RIA

Registered Investment Advisory firm - (7/21/2025 Approved)

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)

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 65

Date: 11/5/2014

Uniform Investment Adviser Law Examination

Current Firm

PACIFIC EXCEL WEALTH ADVISORS, INC.

CRD#: 172356 / SEC#: 801-133924

RIA

Registered Investment Advisory firm - (7/21/2025 Approved)

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Contact information

Main Address

925 Ygnacio Valley Rd. Ste 200, Walnut Creek, CA 94596

Mailing Address

Phone number

(925) 464-7445

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (1/22/2026)

Regulatory assets under management

Total Number of Accounts	115
AUM (Assets Under Management)	$ 110,790,269

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 J. Sadowski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PACIFIC EXCEL WEALTH ADVISORS, INC.

J. W. COLE ADVISORS, INC.

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

Primary Firm SEC Registration

PACIFIC EXCEL WEALTH ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/5/2014

Current Firm

PACIFIC EXCEL WEALTH ADVISORS, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PACIFIC EXCEL WEALTH ADVISORS, INC.

TRUST BUT VERIFY

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