Ivan Capital Management
43yrs
Top advisor by experience in Longmont
26yrs
Nathan Lee Crotser
Financial advisor at Raymond James Financial Services Advisors
At a glance
Experience26 years (since 2000)
How that compares ?Top 19% by experience in Colorado
Office2040 Terry Street Suite 104, Longmont, CO 80501
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
States licensed ?2 states
Services through Raymond James Financial Services Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- 2020 – nowRaymond James Financial Services Advisors, Inc.Current firm
- Jun 2003 – Dec 2003Veravest Investment Advisors, Inc.Previously
Questions to ask Nathan
Tailored to Nathan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Nathan
How do I contact Nathan?
Call Raymond James Financial Services Advisors at 727-567-3020 and ask for Nathan Lee Crotser. Nathan works from the Longmont, CO office.
How long has Nathan been a financial advisor?
Nathan has been in the industry since 2000, about 26 years. Top 19% by experience in Colorado.
What licenses does Nathan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Nathan a fiduciary?
Nathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nathan paid?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Nathan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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