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RIA / WealthAdvisor23 years in industry

NATHANIEL JAMES ANGELO

Advisor at COMPOSITION WEALTH, LLC

LOS ANGELES, CA

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Search this name across graphsid dfx:ria:f50a6f0e-ac39-d7fc-ac46-c7d6db27a944

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jul 1, 2005 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: COMPOSITION WEALTH, 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: Jul 1, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jul 1, 2003
First registration: Jul 1, 2005
Dual registered: no
Other names: NATHANIEL JAMES ANGELO|NATHANIEL JAMES ANGELO
IAPD individual key: 4637789

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
COMPOSITION WEALTH, LLC	Independent wealth	Jul 7, 2023	n/a	yes	LOS ANGELES, CA	Current employment
RBC CAPITAL MARKETS, LLC	National bd RIA	Aug 29, 2017	Jul 13, 2023	no	Tacoma, WA\|MINNEAPOLIS, MN\|SEATTLE, WA	Previous registration
COLUMBIA RIVER ADVISORS	Independent wealth	Jun 20, 2016	Aug 25, 2017	no	Tacoma, WA	Previous registration
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	Former SEC adviser	May 7, 2015	Jun 22, 2016	no	OLYMPIA, WA	Previous registration
CONCERT WEALTH MANAGEMENT	Former SEC adviser	Jul 15, 2014	Mar 31, 2015	no	SAN JOSE, CA\|GIG HARBOR, WA\|GIG HARBOR, WA	Previous registration
RUSSELL INVESTMENTS	Asset manager	Jun 29, 2007	Jul 25, 2014	no	SEATTLE, WA	Previous registration
RUSSELL INVESTMENTS	Asset manager	Jul 1, 2005	Jun 29, 2007	no	TACOMA, WA	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
RBC CAPITAL MARKETS, LLC	COMPOSITION WEALTH, LLC	Jul 13, 2023	Jul 7, 2023	-6	Firm change	Ibd to RIA
COLUMBIA RIVER ADVISORS	RBC CAPITAL MARKETS, LLC	Aug 25, 2017	Aug 29, 2017	4	Firm change	Other
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	COLUMBIA RIVER ADVISORS	Jun 22, 2016	Jun 20, 2016	-2	Firm change	Other
CONCERT WEALTH MANAGEMENT	FINANCIAL ADVOCATES INVESTMENT MANAGEMENT	Mar 31, 2015	May 7, 2015	37	Firm change	Other
RUSSELL INVESTMENTS	CONCERT WEALTH MANAGEMENT	Jul 25, 2014	Jul 15, 2014	-10	Firm change	Other

Relationships

Registered with (6)

→ COMPOSITION WEALTH, LLCRegistered adviserregistration: current employment
Jul 7, 2023 to presentfactForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Aug 29, 2017 to Jul 13, 2023factForm ADV
→ COLUMBIA RIVER ADVISORSRegistered adviserregistration: previous registration
Jun 20, 2016 to Aug 25, 2017factForm ADV
→ FINANCIAL ADVOCATES INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
May 7, 2015 to Jun 22, 2016factForm ADV
→ CONCERT WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jul 15, 2014 to Mar 31, 2015factForm ADV
→ RUSSELL INVESTMENTSRegistered adviserregistration: previous registration
Jun 29, 2007 to Jul 25, 2014factForm ADV

Dated events

Occurred
Jul 13, 2023
Advisor changed firm
Nathaniel James Angelo left Rbc Capital Markets, Llc for Composition Wealth, Llc (registered 2023-07-07)
Form ADVobserved 6 days ago