AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
NR

Nathan D. Roberts

HURLEY INVESTMENTS
SARATOGA SPRINGS, UT
CRD#: 8161777
Some features on this profile are disabled
NR
Nathan David RobertsHURLEY INVESTMENTS

Professional summary

Nathan David Roberts, who also goes by Nate Roberts, is a registered financial advisor currently at HURLEY INVESTMENTS, LLC located in Saratoga Springs, Utah.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Nathan has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

Aliases

Nate Roberts

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 David Roberts'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

September 16, 2025 - Present

HURLEY INVESTMENTS, LLC

RIA
CRD#: 153535
SARATOGA SPRINGS, UT

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
Utah
(9/16/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/11/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/30/2025
Securities Industry Essentials Examination

Current Firm

HI
HURLEY INVESTMENTS, LLC
BURKHART & WARD | HURLEY INVESTMENTS, LLC

CRD#: 153535 / SEC#:

Colorado
Registered Investment Advisory firm - (7/6/2017 Approved)
Louisiana
Registered Investment Advisory firm - (3/13/2023 Approved)
Mississippi
Registered Investment Advisory firm - (1/5/2015 Approved)
Texas
Registered Investment Advisory firm - (3/7/2023 Conditional Restricted)
Utah
Registered Investment Advisory firm - (5/27/2010 Approved)
Loading...

Contact information

Main Address
43 West 300 North, Provo, UT 84601
Mailing Address
Phone number
(888) 287-1030
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts76
AUM (Assets Under Management)$ 30,281,520

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

HURLEY INVESTMENTS, LLC

CRD#: 153535Saratoga Springs, UT

TRUST BUT VERIFY

Monitor Nathan Roberts

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
HELENA, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
ESTERO, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.