NATHAN ALLAN ROOZEE is an investment adviser representative (IAR) with state registration records since 2012, appearing at 5 firms. Currently registered with CREST WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREST WEALTH MANAGEMENT LLC | 2025-10-01 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2025-09-11 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2023-03-24 | 2025-03-31 | — |
| HARRISDIRECT LLC | 2014-10-15 | 2023-01-31 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2012-09-07 | 2014-05-14 | — |