Nathan T. Powell

STABILITY PARTNERS ADVISORY GROUP

Spring, TX 77379

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CRD#: 7444342

Professional summary

Nathan Thomas Powell is a registered financial advisor currently at STABILITY PARTNERS ADVISORY GROUP, LLC located in Spring, Texas.

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.

STABILITY PARTNERS LLC; INV RELATED; ASSOC PARTNER/INSURANCE AGENT; SPRING, TX; START 10/2021; APPROX 70% OF TIME SPENT IN THIS PRACTICE; APPROX 112 HRS PER MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Thomas Powell'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

October 13, 2021 - Present

STABILITY PARTNERS ADVISORY GROUP, LLC

Office #1: 20008 Champion Forest Dr. Suite 1101, Spring, TX 77379

RIA

CRD#: 165880

Spring, TX

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
(10/13/2021)

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: 9/16/2021

Uniform Investment Adviser Law Examination

Current Firm

STABILITY PARTNERS ADVISORY GROUP, LLC

CRD#: 165880 / SEC#:

Louisiana

Registered Investment Advisory firm - (5/2/2025 Approved)

Texas

Registered Investment Advisory firm - (1/11/2013 Approved)

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Contact information

Main Address

20008 Champion Forest Dr. Suite 1101, Spring, TX 77379

Mailing Address

Phone number

(832) 559-8393

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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 T. Powell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Thomas Powell's CRS (Customer Relationship Summary).

Certified licenses

Experience

STABILITY PARTNERS ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/16/2021

Current Firm

STABILITY PARTNERS ADVISORY GROUP, LLC

Contact information

Documents

Red Flags

Company Information

STABILITY PARTNERS ADVISORY GROUP, LLC

TRUST BUT VERIFY

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