Nathan Williamson has been an investment adviser representative at Waystone Advisors since June 2025, and is not listed among the firm’s executive officers or direct owners.
Waystone Advisors LLC is a firm with $179M under management, 306 clients and 4 advisers across 5 offices, as of its August 2026 filing.
Nathan Williamson is Lead Client Success Advisor of Waystone Advisors. He started in financial services nearly a decade ago by launching his own business, and later became a registered investment advisor at another financial firm before joining Waystone Advisors.
Nathan Williamson’s longest registration was 2 years at Findec Wealth Services, Inc. (2022–2025). Before joining Waystone Advisors in 2025, Nathan Williamson was registered through Findec Wealth Services, Inc.
- Waystone Advisors LLCCurrent– present · 1 yearStockton, CA · Adviser representative · Firm CRD 328565
- Findec Wealth Services, Inc.– · 2 yearsStockton, CA · Adviser representative · Firm CRD 311949
Investment adviser representative registrations
Nathan Williamson is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in June 2025.
- CaliforniaSince 3 June 2025
- TexasResidentSince 2 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 May 2022 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 November 2019 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 16 September 2019 |
| SIE | Securities Industry Essentials Examination | 3 September 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Nathan Andrew Ossino Williamson
- CRD
- 7037413
- Firm
- Waystone Advisors · CRD 328565
- Office
- Stockton, CA
- Registration
- Investment adviser registration
- In the industry since
- December 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- waystoneadvisors.com
Where does Nathan Williamson work?
Nathan Williamson is an investment adviser representative registered through Waystone Advisors LLC since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Nathan Williamson a financial advisor?
Yes. Nathan Williamson has a current investment-adviser registration in California and Texas, through Waystone Advisors since June 2025.
How many years of experience does Nathan Williamson have?
Nathan Williamson has 6 years in the financial industry, since December 2019, across 2 adviser firms.
What exams has Nathan Williamson passed?
Nathan Williamson has passed 4 licensing exams: the SIE, Series 6TO, Series 63 and Series 65. The earliest, the SIE, was passed in September 2019.
Where did Nathan Williamson work before Waystone Advisors?
Before Waystone Advisors, Nathan Williamson was registered through Findec Wealth Services, Inc., May 2022 to May 2025.
Where is Nathan Williamson based?
Nathan Williamson’s registered office is in Stockton, CA.
Is Nathan Williamson registered with FINRA?
No. Nathan Williamson has no current broker registration.
How can I verify Nathan Williamson’s record?
Search CRD 7037413 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nathan Williamson’s full registration record.
