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NC

Nathan S. Crumback

ALTRUIST FINANCIAL LLC
Dallas, TX 75201
Some features on this profile are disabled
CRD#: 7271377
NC

Professional summary

Nathan Stuart Crumback, who also goes by Nate Crumback, is a registered financial professional currently at ALTRUIST FINANCIAL LLC located in Dallas, Texas.

Nathan is registered as a RR (Registered Representative) and started their career in finance in 2020. Nathan has worked at 1 firm and has passed the Series 66, Series 99TO, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Nate Crumback

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) - BD

Click below to view Nathan Stuart Crumback'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

October 22, 2020 - Present

ALTRUIST FINANCIAL LLC

Office #1: 300 South Pearl Street Suite 250, Dallas, TX 75201
BD
CRD#: 299274
Dallas, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(12/13/2022)
RR
Texas
(3/25/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/26/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/21/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/23/2020
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

AF
ALTRUIST FINANCIAL LLC
ALTRUIST | ALTRUIST FINANCIAL LLC | ALTRUIST CLEARING

CRD#: 299274 / SEC#: , 8-70244

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
3030 S La Cienega Blvd, Culver City, CA 90232
Mailing Address
3030 S La Cienega Blvd, Culver City, CA 90232
Phone number
(888) 510-4660
Established
Delaware since 10/08/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ALTRUIST CORPMEMBER
BAHADORI, MAZI [NMN]CEO AND CCO5749453
GERINGER, JASONFINOP5781274
JUNKER, DAVID JSENIOR DIRECTOR OF CLEARING OPERATIONS (POO)6073985
MENNOW, ROBERT ALLISONHEAD OF ADVISOR OPERATIONS3070390
WARNER, WESLEY DEESENIOR DIRECTOR OF ADVISOR OPERATIONS5584384

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

ALTRUIST FINANCIAL LLC

CRD#: 299274Dallas, TX 75201

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