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NC

Nathan R. Cline

RESPONSIBLE ASSET MANAGEMENT
Salt Lake City, UT
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CRD#: 6857742
NC

Professional summary


Nathan Ryan Cline, who also goes by Nate Ryan Cline, is a registered financial advisor currently at RESPONSIBLE ASSET MANAGEMENT located in Salt Lake City, Utah.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Nathan has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Nate Ryan Cline

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.
CLINE CAPITAL ADVISERS, LLC REG IN UTAH OWNED 100% BY NATHAN CLINE AND SERVES AS A HOLDING COMPANY AND OWNS 100% OF RESPONSIBLE ASSET MANAGMENT (RAM) (UT STATE REGISTERED RIA) MR. CLINE DOES ABOUT 5% OF BUSINESS UNDER CLINE CAPITAL ADVISERS A YEAR. THE ADDRESS OF CLINE CAPITAL ADVISORS, LLC: 559 SOUTH 1575 WEST, LAYTON< UT 84041

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Nathan Ryan Cline'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®
None

Experience


Current

January 8, 2018 - Present

RESPONSIBLE ASSET MANAGEMENT

RIA
CRD#: 123398
Salt Lake City, UT

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
Texas
(3/17/2025)
IAR
Utah
(1/8/2018)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/5/2018
Uniform Investment Adviser Law Examination

Current Firm


RA
RESPONSIBLE ASSET MANAGEMENT
CLINE & COMPANY INVESTMENT MANAGEMENT,LLC | RESPONSIBLE ASSET MANAGEMENT, LLC. | RESPONSIBLE ASSET MANAGEMENT | CLINE & COMPANY, L.L.C.

CRD#: 123398 / SEC#:

Texas
Registered Investment Advisory firm - (3/11/2025 Conditional Restricted)
Utah
Registered Investment Advisory firm - (3/28/2001 Approved)
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Contact information


Main Address
Salt Lake City, UT
Mailing Address
2595 East 3300 South Suite 320, Salt Lake City, UT 84109
Phone number
(801) 466-9241
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts161
AUM (Assets Under Management)$ 40,639,247

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.

Company Information


RESPONSIBLE ASSET MANAGEMENT

CRD#: 123398Salt Lake City, UT

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