Robert Nathan has been an investment adviser representative at Anchor Bay Capital since July 2023, and is not listed among the firm’s executive officers or direct owners. Robert Nathan holds a B.S. in Business from the University of Arizona.
Anchor Bay Capital, Inc. is a Carlsbad, CA firm with $247M under management, 190 clients and 5 advisers across 2 offices, as of its March 2026 filing.
Robert Nathan is Financial Planner and Tax Preparer at Anchor Bay Capital. He joined the team as an Advisor, Planner and Tax Preparer. He brings over 25 years of experience as an entrepreneur and small business owner in the commercial printing industry, and recently moved to a full-time career in the financial industry.
Robert Nathan’s longest registration is the current one, 3 years at Anchor Bay Capital since 2023.
- Anchor Bay Private Wealth LLC– · 3 yearsTustin, CA · Adviser representative · Firm CRD 327418
- Anchor Bay Capital, Inc.Current– present · 3 yearsTustin, CA · Adviser representative · Firm CRD 116913
Professional designations
Listed by Anchor Bay Capital
- CFP®
Investment adviser representative registrations
Robert Nathan is registered as an investment adviser representative in California, since July 2023.
- CaliforniaSince 6 July 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 October 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Robert George Nathan
- CRD
- 7746245
- Firm
- Anchor Bay Capital · CRD 116913
- Office
- 17332 Irvine Blvd, Suite 285, Tustin, CA 92780
- Registration
- Investment adviser registration
- In the industry since
- July 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- anchorbaycapital.com
Where does Robert Nathan work?
Robert Nathan is an investment adviser representative registered through Anchor Bay Capital, Inc. since July 2023, and is not listed among the firm’s executive officers or direct owners.
Is Robert Nathan a financial advisor?
Yes. Robert Nathan has a current investment-adviser registration in California, through Anchor Bay Capital since July 2023.
How many years of experience does Robert Nathan have?
Robert Nathan has 3 years in the financial industry, since July 2023, across 2 adviser firms.
What exams has Robert Nathan passed?
Robert Nathan passed the Series 65 in October 2022.
Where is Robert Nathan based?
Robert Nathan’s registered office is in Tustin, CA.
Is Robert Nathan registered with FINRA?
No. Robert Nathan has no current broker registration.
Is Robert Nathan a CFP?
Anchor Bay Capital lists Robert Nathan with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Robert Nathan’s record?
Search CRD 7746245 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Nathan’s full registration record.
