Nathan
Coffey

Cedar Mountain Advisors, LLC

CRD#5700069
Investment Advisor
in Portland, OR
Are you Nathan Coffey? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Nathan Coffey is a certified financial planner based in Portland, Oregon, with a total of 11 years in the industry. Coffey is an advisor for Cedar Mountain Advisors, LLC. Their career trajectory has included roles at Tax Matters, Inc, Bank Of America, Securities America, Inc and Cedar Mountain Advisors, LLC. Coffey holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Oregon. Cedar Mountain Advisors, LLC is a registered investment company that has its headquarters in Portland, Oregon. It manages $505 million in assets among its 915 client accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 915 client accounts, 16% are held by high-net-worth clients who have more than $1 million in investable assets. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial advisory services typically depend on which service is provided. Fee types billed by Cedar Mountain Advisors, LLC can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

1750 Sw Harbor Way Ste 340
Portland, OR 97201-5134

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Cedar Mountain Advisors, LLC Brokerage Details

Total Assets Under Management

$500,498,313

OR Average: $1,120,203,312
Total Number of Employees

7

OR Average: 50
Total Number of Accounts

1,698

OR Average: 1,309
Average Account Size

$294,758

OR Average: $855,770

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Nathan Coffey Work History

Nathan has 11 years of experience.

2013 - Present (6 years)

Cedar Mountain Advisors, LLC

2012 - Present (7 years)

Securities America, Inc

2010 - Present (9 years)

Tax Matters, Inc

2007 - 2010 (3 years)

Bank Of America

Disclosures

Nathan Coffey has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started