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Nathan T. Steely

ALPHASTAR CAPITAL MANAGEMENT
Lexington, KY 40509
Some features on this profile are disabled
CRD#: 8128965
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Nathan Tye SteelyALPHASTAR CAPITAL MANAGEMENT

Professional summary

Nathan Tye Steely, who also goes by Nate Steely, is a registered financial advisor currently at ALPHASTAR CAPITAL MANAGEMENT located in Lexington, Kentucky.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Nathan has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Nate Steely

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. NAME OF OTHER BUSINESS: Abundant Life Wealth Management INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR DUTIES;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Tye Steely'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

September 9, 2026 - Present

ALPHASTAR CAPITAL MANAGEMENT

Office #1: 1795 Alysheba Way Suite 2104, Lexington, KY 40509
RIA
CRD#: 157423
Lexington, KY
Past

October 28, 2025 - July 21, 2026

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
Perryville, KY
Past

September 11, 2025 - July 21, 2026

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA

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".
AC
ALPHASTAR CAPITAL MANAGEMENT
ALPHASTAR CAPITAL MANAGEMENT | ALPHASTAR CAPITAL MANAGEMENT, LLC

CRD#: 157423 / SEC#: 801-72361

RIA
Registered Investment Advisory firm - (5/18/2011 Approved)

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
Kentucky
(9/9/2026)

Exams

What does exam status mean?
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 10/27/2025
Uniform Combined State Law Examination
General Industry/Product Exam
PR
Series 7TO
Status Unavailable
Passed: 9/11/2025
General Securities Representative Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 3/20/2025
Securities Industry Essentials Examination

Current Firm

AC
ALPHASTAR CAPITAL MANAGEMENT
ALPHASTAR CAPITAL MANAGEMENT | ALPHASTAR CAPITAL MANAGEMENT, LLC

CRD#: 157423 / SEC#: 801-72361

RIA
Registered Investment Advisory firm - (5/18/2011 Approved)
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Contact information

Main Address
19520 West Catawba Avenue Suite 112, Cornelius, NC 28031
Mailing Address
Phone number
(855) 340-2514
Established
Firm type
Fiscal year end
# of Employees
150

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A (3/31/2026)

Regulatory assets under management

Total Number of Accounts15,795
AUM (Assets Under Management)$ 2,496,202,761

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/12/2023
Cover Page
Report

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

ALPHASTAR CAPITAL MANAGEMENT

CRD#: 157423Lexington, KY 40509

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