ND
Nathan D. Dively
COLMINA
Seattle, WA 98109
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CRD#: 7349081
ND
Professional summary
Nathan Douglas Dively is a registered financial advisor currently at COLMINA, LLC located in Seattle, Washington.
Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Nathan has worked at 1 firm 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.
1) Riley Sexton Vintners, 2517 Queen Anne Ave N, Seattle, WA 98109; a winery; not investment-related activity; started 09/2014; have a small ownership stake in the company, but am not an employee; approximately 5 hrs/month with 1 hrs/month during securities trading hours; primary duties are communicating instructions, paying bills and maintaining licenses. 2) Genoa Cellars, 19501 144th Ave NE, C1100, Woodinville, WA 98072; a winery; not investment-related activity; started 09/2019; approximately 5-15 hrs/month on weekends (none during securities trading hours); primary duties are opening and closing the tasting room, presenting, serving, and selling wines.
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Douglas Dively'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®
NoneExperience
Current
March 29, 2021 - Present
COLMINA, LLC
Office #1: 2212 Queen Anne Avenue North #931, Seattle, WA 98109RIA
CRD#: 289191
Seattle, WA
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
Washington(3/29/2021)
Current Firm
CL
COLMINA, LLC
COLMINA, LLC | RENAISSANCE WEALTH DESIGN | INNOVATIVE ADVISER SOLUTIONS, LLC | FINANCIAL FITNESS WEALTH MANAGEMENT | DIAZO WEALTH GROUP
CRD#: 289191 / SEC#: 801-123597
RIA
Registered Investment Advisory firm - (6/1/2023 Terminated)Arizona
Registered Investment Advisory firm - (6/25/2021 Approved)Colorado
Registered Investment Advisory firm - (11/2/2023 Approved)Nevada
Registered Investment Advisory firm - (10/20/2020 Approved)Washington
Registered Investment Advisory firm - (1/9/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2212 Queen Anne Avenue North #931, Seattle, WA 98109
Mailing Address
2212 Queen Anne Avenue North #931, Seattle, WA 98109
Phone number
(206) 832-1520
Established
Firm type
Fiscal year end
# of Employees
6
Regulatory assets under management
| Total Number of Accounts | 101 |
| AUM (Assets Under Management) | $ 67,617,242 |
Red Flags
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