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NI

Nathan J. Impellizzeri

STONE OAK WEALTH MANAGEMENT
San Antonio, TX 78259
Some features on this profile are disabled
CRD#: 7568156
NI

Professional summary

Nathan James Impellizzeri, who also goes by Nathan Imellizzeri, Nathan Impellizzeri, Nathan J Impellizzeri, is a registered financial advisor currently at STONE OAK WEALTH MANAGEMENT, LLC located in San Antonio, Texas.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Nathan has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Nathan Imellizzeri | Nathan Impellizzeri | Nathan J Impellizzeri

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 James Impellizzeri'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

January 26, 2026 - Present

STONE OAK WEALTH MANAGEMENT, LLC

Office #1: 19026 Ridgewood Parkway Suite 134, San Antonio, TX 78259
RIA
CRD#: 288217
San Antonio, TX
Past

June 4, 2025 - January 23, 2026

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
San Antonio, TX
Past

September 2, 2023 - January 23, 2026

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
San Antonio, TX

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".
SO
STONE OAK WEALTH MANAGEMENT, LLC
STONE OAK WEALTH MANAGEMENT | STONE OAK WEALTH MANAGEMENT, LLC

CRD#: 288217 / SEC#: 801-118782

RIA
Registered Investment Advisory firm - (5/26/2020 Approved)
Texas
Registered Investment Advisory firm - (7/13/2020 Terminated)

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
(1/26/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/16/2025
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/20/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/1/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/2/2022
Securities Industry Essentials Examination

Current Firm

SO
STONE OAK WEALTH MANAGEMENT, LLC
STONE OAK WEALTH MANAGEMENT | STONE OAK WEALTH MANAGEMENT, LLC

CRD#: 288217 / SEC#: 801-118782

RIA
Registered Investment Advisory firm - (5/26/2020 Approved)
Texas
Registered Investment Advisory firm - (7/13/2020 Terminated)
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Contact information

Main Address
19026 Ridgewood Parkway Suite 134, San Antonio, TX 78259
Mailing Address
Phone number
(210) 339-2707
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (2 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STONE OAK WEALTH MANAGEMENT ADV 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts943
AUM (Assets Under Management)$ 338,591,040

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

STONE OAK WEALTH MANAGEMENT, LLC

CRD#: 288217San Antonio, TX 78259

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