Nathan Archila
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$234.9BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Altruist CorpJun 2024 to Aug 2024
- Altruist Financial LLCJun 2024 to Aug 2024
- J.P. Morgan Securities LLCMar 2024 to Jun 2024
- UnemployedFeb 2024 to Feb 2024
- Charles Schwab & Co., Inc.Nov 2020 to Jan 2024
- Ati Physical TherapyAug 2020 to Dec 2020
- UnemployedApr 2020 to Jul 2020
- North Texas OrthopedicsDec 2019 to Mar 2020
- UnemployedAug 2019 to Nov 2019
- Healthtexas Provider NetworkJun 2019 to Jul 2019
- UnemployedJan 2019 to May 2019
- Supreme Food Services IncMay 2017 to Jul 2017
- Capital OneFeb 2016 to Sep 2018
- University of North TexasAug 2013 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7317423
- Firm CRD
- 23131