Steward Partners Investment Advisory
47yrs
Top advisor by experience in Lake Oswego
22yrs
Nathan Harrell is a fiduciary financial advisor in Lake Oswego, Oregon, with 22 years in the industry. Nathan joined UBS Financial Services in 2011, after four years at Merrill. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 548 advisors with offices in Lake Oswego, and one of 514 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 66% of advisors nationwide
Office5300 Meadows Rd Suite 300, Lake Oswego, OR 97035
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?1 state
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2011 – nowUBS Financial Services Inc.Current firm
- 2004 – 2008MerrillPreviously
Questions to ask Nathan
Tailored to Nathan’s registration and firm.
- 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
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About Nathan
How do I contact Nathan?
Call UBS Financial Services at 201-352-3000 and ask for Nathan Harrell. Nathan works from the Lake Oswego, OR office.
How long has Nathan been a financial advisor?
Nathan has been in the industry since 2004, about 22 years. More experience than 66% of advisors nationwide.
What licenses does Nathan hold?
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?
UBS Financial Services 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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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