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RIA / WealthAdvisorChartered Financial Analyst11 years in industry

NATHANIEL TAYLOR HASKELL

Advisor at CORIENT

SEATTLE, WA

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Search this name across graphsid dfx:ria:294c7217-fd24-8424-7172-cdc9074c11ce

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 11, 2018 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CORIENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S66
First exam: Feb 11, 2016
First registration: Jan 11, 2018
Dual registered: no
Other names: Nate Taylor Haskell
IAPD individual key: 6563348

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Corient	Independent wealth	Feb 20, 2023	n/a	yes	SEATTLE, WA	Current employment
COLUMBIA PACIFIC WEALTH MANAGEMENT	Former SEC adviser	Jun 3, 2020	Aug 31, 2023	no	SEATTLE, WA	Previous registration
CRESSET ASSET MANAGEMENT, LLC	Independent wealth	Sep 17, 2019	May 27, 2020	no	CHICAGO, IL\|SEATTLE, WA	Previous registration
GOLDMAN SACHS WEALTH SERVICES, L.P.	Bd affiliated wealth	Jan 11, 2018	Aug 23, 2019	no	LATHAM, NY\|DALLAS, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COLUMBIA PACIFIC WEALTH MANAGEMENT	Corient	Aug 31, 2023	Feb 20, 2023	-192	Bulk transfer	RIA to RIA
CRESSET ASSET MANAGEMENT, LLC	COLUMBIA PACIFIC WEALTH MANAGEMENT	May 27, 2020	Jun 3, 2020	7	Firm change	RIA to RIA
GOLDMAN SACHS WEALTH SERVICES, L.P.	CRESSET ASSET MANAGEMENT, LLC	Aug 23, 2019	Sep 17, 2019	25	Firm change	Ibd to RIA

Relationships

Registered with (4)

→ CORIENTRegistered adviserregistration: current employment
Feb 20, 2023 to presentfactForm ADV
→ COLUMBIA PACIFIC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jun 3, 2020 to Aug 31, 2023factForm ADV
→ CRESSET ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 17, 2019 to May 27, 2020factForm ADV
→ GOLDMAN SACHS WEALTH SERVICES, L.P.Registered adviserregistration: previous registration
Jan 11, 2018 to Aug 23, 2019factForm ADV

Dated events

No dated event names this entity yet.