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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan David Stoker is a financial advisor with Cresset Asset Management, LLC in Santa Barbara, CA. Nathan has been in the industry since June 2018 and holds the Series 66, Series 7, and SIE licenses. He also holds the Certified Financial Planner designation. Prior to joining Cresset Asset Management, LLC, Nathan worked at UBS Financial Services Inc. in Beverly Hills, CA. Nathan is a graduate of Pepperdine University and is active in the community. Nathan specializes in providing financial planning, portfolio management, and tax services to individuals, families, and businesses. He also offers educational seminars and publications on a variety of financial topics. Nathan's clients appreciate his personalized approach and his commitment to helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/01/2025 - Present
Cresset Asset Management, LLC (Santa Barbara CA)
CA
12/14/2018 - 10/08/2019
UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)
BOTH
Issued 12/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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