Talk to sales Try for Free
Nathan Stoker, CFP®, CSRIC™

Nathan stoker, cfp®, csric™

bookmark on deepenrich
location of Nathan Stoker, CFP®, CSRIC™Santa Monica, California, United States
Phone number of Nathan Stoker, CFP®, CSRIC™+91 xxxx xxxxx
Followers of Nathan Stoker, CFP®, CSRIC™915 followers

  • Timeline

    Jan 2015 - Jan 2017

    Student Brand Manager

    Red Bull
    Jan 2017 - Jan 2019

    Wealth Management

    UBS
    Sept 2019 - Jan 2024

    Wealth Advisor

    Created Wealth Advisory
    Los Angeles
    Current Company
    Jan 2024 - now

    Associate Director, Wealth Advisor

    Cresset

  • About me

    Associate Director at Cresset

  • Education

    • Punahou school

      -

    • College for financial planning

      -
      Financial planning education program

    • Pepperdine university

      -
      Bachelor's of science in finance

      Activities and Societies: Sigma Chi Fraternity President, Pepperdine Ambassadors Council, London Study Abroad and Scuba Club

  • Experience

    • Red bull

      Jan 2015 - Jan 2017
      Student brand manager

    • Ubs

      Jan 2017 - Jan 2019
      Wealth management

    • Created wealth advisory

      Sept 2019 - Jan 2024

      • Wealth Advisor

        May 2022 - Jan 2024

      • Wealth Strategist

        Sept 2019 - May 2022

    • Cresset

      Jan 2024 - now
      Associate director, wealth advisor

      Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the name of Cresset Sports & Entertainment, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors. Show less

  • Licenses & Certifications

    • Certified financial planner (cfp)

      Cfp board
      Dec 2019

    • Chartered sri counselor™ (csric™)

      Us sif: the forum for sustainable and responsible investment
      May 2021

    • Series 7

      Finra (financial industry regulatory authority)
      Dec 2018

    • Series 66

      Finra (financial industry regulatory authority)
      Dec 2018