Nathaniel Angelo has been Chief Executive Officer of Composition Wealth since October 2025, is a control person of the firm and directly owns under 5% of it. Nathaniel Angelo holds a Bachelor's degree from Neeley School of Business, Texas Christian University and an MBA in Business from Seattle Pacific University.
Composition Wealth, LLC is a Los Angeles, CA firm with $9.47B under management, 3,986 clients and 63 advisers across 20 offices, as of its September 2026 filing.
Nate Angelo is Chief Executive Officer of Composition Wealth, based in Seattle, WA. Before being named Chief Executive Officer, he was the firm's Head of Wealth Management. Before joining Composition Wealth, he held senior leadership roles at RBC Wealth Management, including Pacific Northwest Complex Director and Head of Practice Management and Wealth Consulting.
Nathaniel Angelo’s longest registration was 7 years at Russell Investments (2007–2014). Before joining Composition Wealth in 2023, Nathaniel Angelo was registered through RBC Capital Markets, LLC and Columbia River Advisors.
- Composition Wealth, LLCCurrent– present · 3 yearsLos Angeles, CA · Adviser representative · Firm CRD 143483
- RBC Capital Markets, LLC– · 5 yearsTacoma, WA · Adviser representative · Firm CRD 31194
- Columbia River Advisors– · 1 yearTacoma, WA · Adviser representative · Firm CRD 154571
- Financial Advocates Investment Management– · 1 yearOlympia, WA · Adviser representative · Firm CRD 151298
- Concert Wealth Management– · under a yearGig Harbor, WA · Adviser representative · Firm CRD 141253
- Russell Investments– · 7 yearsSeattle, WA · Adviser representative · Firm CRD 105734
- Russell Investment Group– · 1 yearTacoma, WA · Adviser representative · Firm CRD 105734
Investment adviser representative registrations
Nathaniel Angelo is registered as an investment adviser representative in 2 states. Each was approved in July 2023.
- CaliforniaSince 7 July 2023
- WashingtonSince 7 July 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 10 | General Securities Sales Supervisor - General Module Examination | 23 November 2020 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 2 September 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 27 May 2011 |
| Series 66 | Uniform Combined State Law Examination | 1 July 2003 |
| Series 7 | General Securities Representative Examination | 22 May 2003 |
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Nathaniel James Angelo
- CRD
- 4637789
- Firm
- Composition Wealth · CRD 143483
- Role
- Chief Executive Officer
- Office
- 11300 WEST OLYMPIC BLVD, SUITE 800, Los Angeles, CA 90064
- Registration
- Investment adviser registration
- In the industry since
- June 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- composition.com
Where does Nathaniel Angelo work?
Nathaniel Angelo has been Chief Executive Officer of Composition Wealth, LLC since October 2025, and is a control person of the firm.
Is Nathaniel Angelo a financial advisor?
Yes. Nathaniel Angelo has a current investment-adviser registration in California and Washington, through Composition Wealth since July 2023.
How many years of experience does Nathaniel Angelo have?
Nathaniel Angelo has 23 years in the financial industry, since June 2003, across 6 adviser firms.
What exams has Nathaniel Angelo passed?
Nathaniel Angelo has passed 5 licensing exams: the Series 7, Series 66, Series 24, Series 9 and Series 10. The earliest, the Series 7, was passed in May 2003. FINRA credited Nathaniel Angelo with the SIE, which began in October 2018.
Where did Nathaniel Angelo work before Composition Wealth?
Before Composition Wealth, Nathaniel Angelo was registered through Columbia River Advisors, June 2016 to August 2017; Financial Advocates Investment Management, May 2015 to June 2016; Concert Wealth Management, July 2014 to March 2015; Russell Investments, June 2007 to July 2014; Russell Investment Group, July 2005 to June 2007.
Where is Nathaniel Angelo based?
Nathaniel Angelo’s registered office is in Los Angeles, CA.
Is Nathaniel Angelo registered with FINRA?
No. Nathaniel Angelo has no current broker registration.
How can I verify Nathaniel Angelo’s record?
Search CRD 4637789 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nathaniel Angelo’s full registration record.
