Skip to content

Nathan Leroy Rosell

Investment adviser representative at The Norden Group LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2BFirm assets

Are you Nathan Leroy Rosell? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

10 years in the industry.

  1. The Norden Group LLCJan 2024 to now
  2. Portside Wealth GroupApr 2023 to Dec 2023
  3. Townsquare Capital, LLCApr 2018 to Jun 2023
  4. Allegis Investment Advisors, LLCNov 2017 to May 2018
  5. Allegis Investment ServicesNov 2017 to Apr 2018
  6. Cambridge FinancialJan 2017 to Nov 2017
  7. Hornor Townsend & Kent IncJun 2016 to Jan 2017
  8. Penn Mutual Life Insurance CoMay 2016 to Jan 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2016
  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 1 state (UT).

The Norden Group LLC

$2BAssets managed
1,531Clients
22Advisers
3 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
6656676
Firm CRD
323988
Advisor's SEC record (opens in a new tab)
CallContact this firm