Nathan Allan Perry
Investment adviser representative at M Financial Asset Management, Inc.
20 yearsExperience
16 statesRegistered in
CFADesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- M Financial Asset Management, Inc.Nov 2023 to now
- M Holdings Securities, Inc.Sep 2023 to now
- Fisher InvestmentsAug 2021 to Aug 2023
- UnemployedFeb 2021 to Aug 2021
- Blackrock Investments, Inc.Dec 2006 to Feb 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 16 states (CA, CO, CT, FL, IA, LA, MI, NC, NE, NJ, NY, OR, PA, TX, VA, WA).
M Financial Asset Management, Inc.
$1.2BAssets managed
1,021Clients
3Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4197800
- Firm CRD
- 136694