Nathan Dagley has been an investment adviser representative at Encompass Advisory Services since February 2017, and is not listed among the firm’s executive officers or direct owners. Nathan Dagley holds a Bachelor of Business Administration in Business Entrepreneurship from the University of North Texas.
Encompass Advisory Services, LLC is a Katy, TX firm with $121M under management, 433 clients and 7 advisers in one office, as of its September 2026 filing.
Nathan Dagley is Investment Advisor of Encompass Advisory Services. He founded Dagley Insurance Agency in 2001 and has since served as its CEO. He owns Dagley Enterprises, LLC, a real estate development company, and is a co-founder of several other companies, including Encompass Advisory Services, LLC.
Nathan Dagley’s longest registration is the current one, 9 years at Encompass Advisory Services since 2017. Before joining Encompass Advisory Services in 2017, Nathan Dagley was registered through Nationwide Securities, LLC.
- – present · 9 yearsKaty, TX · Adviser representative · Firm CRD 283574
- Nationwide Securities, LLC– · 5 yearsKaty, TX · Adviser representative · Firm CRD 11173
Investment adviser representative registrations
Nathan Dagley is registered as an investment adviser representative in Texas, since February 2017.
- TexasSince 6 February 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 15 July 2009 |
| Series 65 | Uniform Investment Adviser Law Examination | 15 June 2009 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 11 June 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 June 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 April 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Nathan Edward Dagley
- CRD
- 3204502
- Firm
- Encompass Advisory Services · CRD 283574
- Office
- 23114 SEVEN MEADOWS PARKWAY, Katy, TX 77494
- Registration
- Investment adviser registration
- In the industry since
- August 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- easadvice.com
Where does Nathan Dagley work?
Nathan Dagley is an investment adviser representative registered through Encompass Advisory Services, LLC since February 2017, and is not listed among the firm’s executive officers or direct owners.
Is Nathan Dagley a financial advisor?
Yes. Nathan Dagley has a current investment-adviser registration in Texas, through Encompass Advisory Services since February 2017.
How many years of experience does Nathan Dagley have?
Nathan Dagley has 15 years in the financial industry, since August 2011, across 2 adviser firms.
What exams has Nathan Dagley passed?
Nathan Dagley has passed 5 licensing exams: the Series 6, Series 63, Series 26, Series 65 and Series 7. The earliest, the Series 6, was passed in April 1999. FINRA credited Nathan Dagley with the SIE, which began in October 2018.
Where did Nathan Dagley work before Encompass Advisory Services?
Before Encompass Advisory Services, Nathan Dagley was registered through Nationwide Securities, LLC, August 2009 to February 2015.
Where is Nathan Dagley based?
Nathan Dagley’s registered office is in Katy, TX.
Is Nathan Dagley registered with FINRA?
No. Nathan Dagley has no current broker registration.
How can I verify Nathan Dagley’s record?
Search CRD 3204502 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nathan Dagley’s full registration record.
