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.

Current firm

STRATEGIC ASSET MANAGEMENT LLC.

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

May 2, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66|S63

First exam

May 2, 2007

First registration

Mar 5, 2013

Dual registered

no

Other names

NATE LOVIK

IAPD individual key

5323456

• Occurred

  Mar 29, 2023
  Advisor changed firm

  Nathan Andrew Lovik left Star Capital Inc. for Strategic Asset Management Llc. (registered 2020-02-05)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ac6eb5c1-9d71-e572-de06-02141af8c82a

First observed

Mar 5, 2013

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.