Nathan David Stewart
Investment Adviser Representative at Alphacore Capital LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Nathan David Stewart is an investment adviser representative with Alphacore Capital LLC in Glendale, CO, where they have been registered since 2024. They have worked in the securities industry since 2006 and have been registered with 7 firms, including Capital Advisors, Inc. and E*trade Capital Management, LLC. They have passed 7 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Colorado.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Colorado
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- ScottradeDec 2013 – Mar 2018St. Louis, MO
- Wells Fargo Clearing Services, LLCMar 2018 – Jan 2019Denver, CO
- E*trade Securities LLCJan 2019 – Feb 2020Centennial, CO
- E*TRADE Capital Management LLCJan 2019 – Feb 2020Centennial, CO
- E*TRADE Securities LLCFeb 2020 – Mar 2021Centennial, CO
- E*TRADE Capital Management LLCFeb 2020 – Mar 2021Centennial, CO
- Capital Advisors, Inc.Mar 2021 – Sep 2024Denver, CO
- Quasar Distributors, LLCJun 2021 – Oct 2022Denver, CO
- AlphaCore Capital, LLCSep 2024 – no end date reportedLa Jolla, CA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Alphacore Capital LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $1,000,000 (waivable)
- First $1,250,0001.50%
- $1,250,001 to $5,000,0001.00%
- Above $5,000,0000.75%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth Planning, Investment Management, Tax Preparation, and Family Office Services, including exit strategy planning, succession planning for family businesses, and legacy planning.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 64
- Offices listed on AdvisorFinder:
- 4
- Main office:
- La Jolla, CA
- SEC file number:
- 801-108468
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of October 1, 2026
View full firm profileOther advisors at Alphacore Capital LLC
Showing 12 of 64 in the directory
Similar advisors in Glendale, CO
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nathan David Stewart has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched