Nathan David Stewart

Employer firm

Alphacore Capital LLC CRD 174346

$13.0B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → 03/2018
  Scottrade
  St. Louis, MO
• 03/2018 → 01/2019
  Wells Fargo Clearing Services, Llc
  Denver, CO
• 01/2019 → 02/2020
  E*Trade Securities Llc
  Centennial, CO
• 01/2019 → 02/2020
  E*Trade Capital Management Llc
  Centennial, CO
• 02/2020 → 03/2021
  E*Trade Securities Llc
  Centennial, CO
• 02/2020 → 03/2021
  E*Trade Capital Management Llc
  Centennial, CO
• 03/2021 → 09/2024
  Capital Advisors, Inc.
  Denver, CO
• 06/2021 → 10/2022
  Quasar Distributors, Llc
  Denver, CO
• 09/2024 → Present
  Alphacore Capital, Llc
  La Jolla, CA

Previous Registrations

• 2021-04-06 → 2024-09-20
  Capital Advisors, Inc.
  Tulsa, OK
  Denver, CO
• 2019-02-21 → 2021-03-19
  Harrisdirect Llc
  Centennial, CO
  Arlington, VA
• 2018-03-05 → 2019-01-09
  Wells Fargo Clearing Services, Llc
  Denver, CO
• 2014-03-20 → 2018-03-09
  Scottrade Investment Management
  Saint Louis, MO
  Westminster, CO
• 2012-08-07 → 2013-12-09
  Harrisdirect Llc
  Arlington, VA
  Boston, MA
• 2010-03-10 → 2011-08-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Portland, ME
• 2008-03-11 → 2009-12-04
  Strategic Advisers Llc
  Framingham, MA

Other Businesses

1) Rental Property; Non-investment Related; Denver, CO; Owner; Start 8/2019; 1 hour per month, w 0 during trading hours; Landlord for the property

Exams

• S66 Uniform Combined State Law Examination
  2007-10-08
• S63 Uniform Securities Agent State Law Examination
  2006-01-31

Other Names

• Nathan Stewart
• Nathan David Stewart