Nathan Sadowski has been President/CCO of Pacific Excel Wealth Advisors since May 2013, is a control person of the firm and directly owns 75% or more of it. Nathan Sadowski holds a Bachelor of Science (B.S.) in Business Management from Menlo College.
Pacific Excel Wealth Advisors, Inc. is a Walnut Creek, CA firm with $111M under management, 115 clients and 3 advisers across 2 offices, as of its August 2026 filing.
Nathan Sadowski is President and Wealth Manager of Pacific Excel Wealth Advisors, based in Walnut Creek, California. Sadowski started in the financial industry in 2007 with Bankers Life. Sadowski has over 19 years of experience managing wealth.
Nathan Sadowski’s longest registration was 6 years at J. W. Cole Advisors, Inc. (2019–2025). Before joining Pacific Excel Wealth Advisors in 2025, Nathan Sadowski was registered through J. W. Cole Advisors, Inc. and Global Financial Private Capital, LLC.
- – present · 1 yearWalnut Creek, CA · Adviser representative · Firm CRD 172356
- J. W. Cole Advisors, Inc.– · 6 yearsWalnut Creek, CA · Adviser representative · Firm CRD 112294
- Global Financial Private Capital, LLC– · 4 yearsAlameda, CA · Adviser representative · Firm CRD 132070
Investment adviser representative registrations
Nathan Sadowski is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from July 2025; the most recent is Texas, in May 2026.
- CaliforniaSince 21 July 2025
- TexasResidentSince 27 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 November 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Nathan Joel Sadowski
- CRD
- 6422365
- Firm
- Pacific Excel Wealth Advisors · CRD 172356
- Role
- President/CCO
- Office
- 925 Ygnacio Valley Rd., STE 200, Walnut Creek, CA 94596
- Registration
- Investment adviser registration
- In the industry since
- November 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pacificexcel.com
Where does Nathan Sadowski work?
Nathan Sadowski has been President/CCO of Pacific Excel Wealth Advisors, Inc. since May 2013, and is a control person of the firm.
Is Nathan Sadowski a financial advisor?
Yes. Nathan Sadowski has a current investment-adviser registration in California and Texas, through Pacific Excel Wealth Advisors since July 2025.
How many years of experience does Nathan Sadowski have?
Nathan Sadowski has 11 years in the financial industry, since November 2014, across 3 adviser firms.
What exams has Nathan Sadowski passed?
Nathan Sadowski passed the Series 65 in November 2014.
Where did Nathan Sadowski work before Pacific Excel Wealth Advisors?
Before Pacific Excel Wealth Advisors, Nathan Sadowski was registered through Global Financial Private Capital, LLC, November 2014 to April 2019.
Where is Nathan Sadowski based?
Nathan Sadowski’s registered office is in Walnut Creek, CA.
Is Nathan Sadowski registered with FINRA?
No. Nathan Sadowski has no current broker registration.
How can I verify Nathan Sadowski’s record?
Search CRD 6422365 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nathan Sadowski’s full registration record.