Nathan Thomas Leishman
Investment adviser representative at Ostrofe Financial Consultants Inc
16 yearsExperience
1 stateRegistered in
CFADesignation
$386.4MFirm 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.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- LPL FinancialApr 2018 to now
- Ostrofe Financial Consultants, Inc.Sep 2017 to now
- Self-employedMay 2017 to Aug 2017
- Westwood Global Investments, LLCJan 2010 to Apr 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ostrofe Financial Consultants Inc
$386.4MAssets managed
568Clients
3Advisers
37 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
- 5711285
- Firm CRD
- 110064