Nataniel Paul Simon
Investment adviser representative at Strategic Asset Alliance
13 yearsExperience
3 statesRegistered in
$0Firm assets
17 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.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Strategic Asset AllianceDec 2020 to now
- Saa Advisors, Inc. dba Strategic Asset AllianceSep 2013 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 3 states (FL, TX, WA).
Strategic Asset Alliance
Legal name: Saa Advisors, Inc.
$0Assets managed
20Clients
3Advisers
17 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
- 7310834
- Firm CRD
- 148763