Nathan Andrew ossino Williamson
Investment adviser representative at Waystone Advisors LLC
11 yearsExperience
2 statesRegistered in
$179.3MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Waystone Advisors LLCMay 2025 to now
- Western Associates, Inc. dba Findec Insurance ServicesDec 2024 to Apr 2025
- Findec Wealth Services, Inc.Feb 2022 to Apr 2025
- New York Life Insurance CoOct 2018 to Feb 2022
- Nylife Securities LLCSep 2018 to Feb 2022
- Capella UniversityMay 2018 to Sep 2018
- Capital Insurance GroupFeb 2018 to May 2018
- Law Offrice of Yvonne A AscherDec 2017 to Dec 2017
- Capella UniversityOct 2017 to Dec 2017
- Monterey Bay AquariumOct 2015 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Waystone Advisors LLC
$179.3MAssets managed
306Clients
4Advisers
2 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
- 7037413
- Firm CRD
- 328565